Independent Financial Consultants

Independent Financial Consultants

image1
image2

Important Dates

October 15th, 2019

Medicare Open Enrollment

+ Event Details

October 15th, 2019

Medicare Open Enrollment

The annual Medicare Open Enrollment period begins on October 15th, and continues until December 7th. During the annual enrollment period you can make changes to various aspects of your coverage. This is a great opportunity to review your current Medicare supplement and drug coverage. If you are dissatisfied with your coverage for next year, make changes during Fall Open Enrollment. Please contact our office to set up an appointment.


November 1st, 2019

Marketplace Exchange Open Enrollment

+ Event Details

November 1st, 2019

Marketplace Exchange Open Enrollment

Open Enrollment for 2020 Washington and Idaho health plans starts November 1, 2019. Important dates are November 1, 2019 Open Enrollment starts. It is the first day you can enroll, re-enroll, or change a 2020 insurance plan through the Health Insurance Marketplace. Coverage can begin as soon as January 1, 2020. Feel free to give us a call and set up an appointment.

About Us

image3

Medicare & Prescription plans

We are independent agents for all of the most popular health insurance companies in Idaho and Washington. We specialize in Medicare supplements, Part D prescription drug coverage, and individual health insurance. 

image4

Tax Preparation & Planning

We guarantee our fee schedule will save new clients at least 25% off of what our competitors charged the previous year, unless your return generates additional forms. Just bring in last year's invoice or receipt and enjoy the savings. We work on a first come first served basis, so bring in your documents and drop them off with our receptionist. First time clients will need to provide all necessary information.

image5

Investmets & Financial Planning

We work with all of the most popular investment companies. 

Our advisers specializes in retirement plan rollovers, estate planning, and finding the best investment for you. Included with our service is is a direct link to your bank account for easy access. We'll help you get the most out of your retirement and reduce your tax burden.