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SCHEDULE AN APPOINTMENT FOR A NO COST CONSULTATION

On this free call, one of our Health and/or Life Insurance Professionals will answer any questions you have and help you understand what your Insurance options are.

Initial Consultation

2 hr | Free

Our Licensed Health and Life Insurance Agents will meet with you in the comfort of your own home or we have the ability to do FaceTime, Zoom or telephone consultations.

We go over Medicare 101 and explain thoroughly all the ins and outs of Medicare. We also assist with setting up Social Security and guiding you through the entire process of getting your Medicare plans in place from start to finish. We will be there for you even after you are enrolled in a plan of your choosing. We will be your main point of contact in dealing with the insurance carriers if any issues arise along the way. Our goal is to make your life simpler when it comes to your health and life needs. We are at YOUR service!

Estate Planning

2 hr | Free

Estate planning is important for ensuring that an individual's wishes for their assets and loved ones are carried out, minimizing tax liability and other expenses, and providing financial security for the future. Estate planning can be a complex process. We are here to help ensure that your estate plan meets your needs and goals. We offer estate planning services for Living Wills, Last Will and Testament, Medical and Financial Power of Attorneys. We will meet with you and go over all your plans and create a custom binder with all your wishes. Our Estate Planning Services begin at $750.

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.