Broker Check


If you want to RETIRE, you need to HIRE

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, November 10, 2020

How much does your Part C really cost you? Call me to find out.


Thursday, October 22, 2020

In your retirement strategy, you’ve likely put a good deal of thought into putting away enough money to enjoy your life, once you’ve put the daily grind in the rearview mirror. Like many, you’ve probably planned for...


Tuesday, October 13, 2020

Medicare starts on the 15th! Let's talk about your options!


Tuesday, October 6, 2020

Do you know that some Medicare Part C cost $0. Can you believe that, call me for more details!


Tuesday, September 29, 2020

Starting October 1st we have a preview to all new Medicare plans. Call us to see how your plan could be changing.


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Thursday, September 24, 2020

Medicare options/plans change every single year! Call us to go over your options!


Tuesday, September 22, 2020

Medicare is a very complicated system, make sure you consult a trusted specialist.


Tuesday, September 15, 2020

Check out my recent article on the Anatomy of Medicare. It has great insight!


Thursday, September 10, 2020

Do you know that Medicare plans change every single year? Take advantage and reach out with questions concerning your benefits or if you would like to review your current plan or specific benefits. All consultations are complimentary!


Tuesday, September 1, 2020

MEDICARE is an important factor for individuals and families, call us to understand your options!


Friday, August 7, 2020

Look at my email from last week about Mortgage Interest rates. They are extremely low, it's a great way to refi and lower your rate. Take the extra savings and apply towards your retiremement.


Tuesday, August 27, 2019

If you own a business and are profitable year after year. Congratulations for your success! Along with that comes paying taxes. If you would like to redirect that tax liability to you and your employees, then give me a call.


Tuesday, August 20, 2019

Since most kids are back in school, and here in AZ it's going to be 115 degrees on Wednesday, so make sure to drink plenty of water. Speaking of kids and saving for college, did you know kids with earned income can contribute to a ROTH...


Thursday, August 15, 2019

What a crazy market we have had for the last week, now is more important than ever to remember your long term goals.


Monday, August 12, 2019

If you want to RETIRE, you need to HIRE Everyone needs to save more, a penny saved is a penny earned. Look at your mortgage rates, especially since rates have dropped recently. Take the savings from a refinance and put into your...


Monday, June 18, 2018

“I have a company with twenty employees. I’m paying a lot of money in taxes. Is there anything I can do to save on taxes?” “I want to set up a retirement plan for my employees. What type of plan should I be...


Tuesday, May 22, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...