Retire With Piece of Mind

MEDICARE EXPLAINED!

Everything You Need To Know About Medicare

Free Medicare Guide

ESTATE PLANNING & INSURANCE SERVICES

Estate Planning, Medicare, Health Insurance Under 65, Annuities, Dental, Vision, Long Term Disability and More!

Medicare Insurance

Medicare Insurance

Medicare Advantage or Original Medicare with a Supplement and a Prescription Drug Plan (Part D).

Under 65 Medical Insurance

Under 65 Medical Insurance

We are contracted with private insurance plan carriers and ACA Marketplace carriers.

Hospital Indemnity, Heart/Stroke/Cancer Plans, Dental/Vision/Hearing Insurance

Hospital Indemnity, Heart/Stroke/Cancer Plans, Dental/Vision/Hearing Insurance

Does cancer or heart issues run in your family? We offer plans that will assist with covering the out-of-pocket costs.

Short-Term and Long-Term Care Coverage

Short-Term and Long-Term Care Coverage

Do you have family that can take care of you when you are unable to take care of yourself?

Life Insurance (Whole Life and Term) As Well as Final Expense/Burial or Cremation

Life Insurance (Whole Life and Term) As Well as Final Expense/Burial or Cremation

We don't want to leave our spouse, children or loved ones with a financial hardship when we pass on.

Retirement Income Planning and Converting Your 401k/403b Into an Annuity

Retirement Income Planning and Converting Your 401k/403b Into an Annuity

Are your finances protected in retirement?

Estate Planning (Living Wills, Last Will and Testament, Healthcare and Financial Power of Attorney, Transfer on Death Deeds) and We Are a Full-Service Mobile Notary

Estate Planning (Living Wills, Last Will and Testament, Healthcare and Financial Power of Attorney, Transfer on Death Deeds) and We Are a Full-Service Mobile Notary

Estate planning can be an emotionally and financially complex task, a well-informed plan can make a big difference in what is left for your loved ones.

Traveler’s Insurance for Those on the Go

Traveler’s Insurance for Those on the Go

Most health plans that originate in the United States will not cover you in a foreign country.

Are You Ready To Retire?

Click the Button Below To See if You Are Ready To Retire

Our Team

Stacey Schwizer - Licensed Advisor in Tucson

I have been licensed as a health and life insurance professional since May 2019. I was born and raised in Tucson and graduated from Marana High School. I greatly enjoy sewing and oil painting in my spare time. I am a lover of animals. I have 3 dogs, 3 guinea pigs and 3 cats. I am a mom of three. I know how schedules can be busy and how difficult life can be sometimes. I am here to help with your estate planning, medicare and medical planning needs. My goal is to make life planning easier for you! Also, visit https://artforseniors.org

Stephanie (Taffy) Curcio - Advisor in Gilbert

Hello! My name is Stephanie (Taffy) Curcio, and I am a Professional Lifestyle Planner. I am an Arizona Native Married 28 years to a Native New Yorker. We Have 3 great kids, 24, 18 and 17. We are true animal lovers and share our home with 2 dogs, two cats, a tortoise that weighs over 70 pounds and lots of fish. We have a full house, and they keep us on our toes!!

Before I entered the Insurance industry, I spent 34 years helping people in the Hospitality Industry. I am a people person and my passion for my clients and their well-being runs deep, I work hard to help them get the most out of their healthcare decisions and in the best plan to suit their lifestyle.

Our world is always changing, and challenges can present themselves around every corner. Healthcare shouldn’t be one of those challenges. Don’t go it alone, let me help you navigate the Medicare system and use my expertise to guide you through the benefits process and plan with a purpose. I look forward to working with you to develop solid plans protecting your financial future, health care and retirement needs. Please call me day or night with any questions that you may have.

Logan Vogrinec - Licensed Advisor in Tucson

I have always enjoyed working in the service industry and assisting others. I began working at 15 1/2 in the pizza industry and moved up to be a general manager by the time I was 18. I am currently attending the University of Arizona and I work at Perception Counseling. At Perception, I work with individuals who have had trouble with the law and have been court ordered to counseling. I am there to help them secure insurance coverage, as they restart their new life.

I look forward to working with anyone who needs assistance with their health and life insurance needs. Please reach out if I can be of assistance!

GET A FREE CUSTOM

LIFE INSURANCE PLAN

Click the Button Below To Request Your Custom Life Insurance Plan Today!

GET A FREE CUSTOM

LIFE INSURANCE PLAN

Click the Button Below To Request Your Custom Life Insurance Plan Today!

Client Testimonials

I have known Stacey for many years and fully recommend her. She is committed, thorough, and dedicated to your success. You are in good hands!

Brett Smith

I've known Stacey over 30 years. She is dedicated, diligent, and determined to serve her clients with honesty and integrity. She loves helping people plan for their financial future.

Marian Murphy

Stacey and Clarissa are SO knowledgeable, thorough, patient and kind! I would highly recommend their array of services 100%!

Lorell Black

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Sentinel Retirement

Services, LLC

Currently licensed in 22+ states
CA License # 0M96516
National Producer License# 19165137

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207 West Speedway Blvd,
Tucson, AZ 85705

207 W Speedway Blvd, Tucson, AZ 85705, USA

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