How We Can Help

Face it, Medicare can be confusing.
Let our Medicare specialists navigate the Medicare system with you. We are independent and can explain the advantages of every available plan and show you non-biased comparisons to enable you to arrive at the best choice. There are never any fees for our services. We are happy to answer questions and we are just a local phone call away. If you are approaching 65 or need to update your current plan, call to schedule an appointment at 425-821-9442.
We also offer free classes during the annual open enrollment period each year and those classes will be listed on our website. But we are also available to answer other questions whenever the need arises.

The following topics will be discussed at our free Medicare classes:
What is Medicare and what are the enrollment periods?
What are Medicare supplement plans?
What are Medicare Advantage plans?
What are prescription drug plans?
What are the costs associated with each plan?
How to choose a plan that is right for you?

Long Term Care Insurance
How will you pay for your care when your health changes? Long Term Care costs can quickly deplete your savings and the cost is not generally covered by Medicare. Long Term Care insurance can help you protect the lifestyle you have worked so hard to build. Contact one of our advisors now at 425-821-9442.

Life Insurance
How do you know if you need life insurance? If someone will suffer financially when you die, the answer is yes. The key to cost effective life insurance is to procure it before health issues and age increase the rates and move them out of reach.
Call one of our advisors to evaluate how much protection you need and what plan best suits you. This is one of the cornerstones of family and estate planning.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.