Our Quality
Services
Health and Dental
Insurance
- With so many health insurance plans available, choosing the right one can be overwhelming. We help narrow down your options based on your needs. We offer both individual and company plans, as well as coverage to bridge the gap between employer-sponsored plans and Medicare. If you’re transitioning between jobs, we can help you secure temporary coverage. Additionally, we assist families in obtaining the tax credits they qualify for to help reduce health insurance costs.
Life
Insurance
- We believe life insurance is essential for most people. With hundreds of plans available, we help identify the best options for your needs. We have access to competitive rates, ensuring you receive excellent coverage at the best possible price. Not all life insurance policies are created equal—we help you distinguish between great plans and those that may not serve your best interests. Our goal is to find policies that align with your financial and personal goals.
Medicare
Plans
- Medicare can be confusing, with numerous options to choose from. Should you go with a Medicare Supplement or an Advantage Plan? Do you need dental coverage? Which plans are accepted by your doctors? What is the most cost-effective way to stay covered? We take the time to listen, understand your priorities, and present tailored solutions that provide the best coverage for your needs.
Retirement
Planning
- Retirement planning is a lifelong process, and no two individuals have the same needs or timelines. Many critical aspects of retirement are often overlooked. We take a comprehensive approach, focusing on guaranteed financial vehicles that provide security in an unpredictable world. Our safe investment products consistently outperform riskier options, allowing you to achieve strong returns without jeopardizing your hard-earned money.
Trusts and
Wills
- Everyone should have access to an affordable trust and will. Many people assume trusts are only for the extremely wealthy, but they can be beneficial in many situations. We work with experienced attorneys who offer excellent pricing to our clients, ensuring that you have the legal protection you need for your assets and loved ones.
401(k)
Plans
- Do you have a 401(k)? Have you lost money in your account? We offer traditional 401(k) plans through major providers and help clients move their savings from high-risk investments to secure options that prevent negative returns. Sometimes, protecting your assets from loss can be just as powerful as generating gains. With many choices available, we help you find the best 401(k) strategy to fit your financial goals.
Financial
Review
- Are you paying too much for services? We conduct a thorough review of your financial situation, including insurance premiums, taxes, household expenses, mortgage payments, and more. By comparing your current rates with market standards, we identify opportunities to help you save money and improve your overall financial well-being.
Personalized Direction
Our experienced team is dedicated to helping you make informed decisions with confidence. We strive to simplify the process and ensure you have the best options available. Let us be your trusted partner, guiding you every step of the way.
First-class Guidance
Take control of your future with expert guidance tailored to your needs. Whether you’re planning for retirement, navigating Medicare, or choosing the right health insurance, we’re here to help. Schedule a consultation today!
We have been working with Nate for about 13 years. During that time, we have not only enjoyed his visits but also greatly appreciated the care he has provided. He is extremely knowledgeable about what we need and what is available, and he has been incredibly helpful in finding the right plan for us. We have felt very comfortable recommending Nate to several of our friends, knowing he would provide them with the same attention and care he has given us.
Lyn and Cheri Vickery
We really appreciate Nate and everything he does for us! We like that he works with many companies, giving us honest feedback on what suits us best. Since 2011, he has been an invaluable resource, guiding us through various insurance plans. His knowledge and expertise make working with him a pleasure. Medicare can be overwhelming, but Nate has helped us navigate it with confidence, ensuring we always have excellent coverage. We would recommend him to everyone!