This time of the year is the best time to do your financial planning. This includes taking a closer look at ways of improving financial efficiency, and getting the most for your money. This exercise could include discussing your income tax levels, liabilities, and retirement plans. What you pay for your various insurances, including medical, cancer, life, etc could also be important to discuss. This service is free. You pay us nothing for this consultation. We are compensated by the companies we represent.                    

This time of the year includes a six or seven week window to evaluate recently announced prescription, and MedAdvantage changes that will take place in the new year. Since we are independent agents we can help you compare supplement prices, coverage, and availability for all of the most popular companies.