Financial services for your personal & professional lives.
Thank you for all your Votes:
Lowcountry's Best 2015 - 2023
Insurance Agency | Inurance Agent | Wealth Managment
Best of (Bluffton/Suncity) | Community Award 2020 - 2023
Insurance Agency | Inurance Agent | Wealth Managment
NEW Requirement:
CMS Consent form required for all Marketplace Insurance plans.
Please click here to fill out and submit your consent form
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MEDICARE
- Do You Have Medicare?
- New to Medicare?
- Losing your current plan?
- Not sure if you enrolled into the right plan for you?
- Can you make any changes now?
All Great questions.
We can help, call or text me to setup a time to review.
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Affordable Healthcare / ObamaCare
NEW Enrollment ♦ Re-Certify your subsidy ♦ Re-New your plan or Changing plans
Need Dental? Don't want to have a waiting period?
Then look at the following plans that may work for you!
UnitedHealthcare Now offering Dental & Vision plans with no Waiting Periods,
click here to get a quote & Enroll:
Also offering Short Term plans, Accident, Hospital Indemnity plans and more.
Get your DENTAL & VISION Insurance Quote & Enorll:
No waiting periods on any Dental benefits
HumanaOne Dental / Vision Plans
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NOW Google Health Insurance Provider Certified:
As with most other things in life, the key to achieving your long-term financial objectives is preparation. Your goal may be to fund your children' college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that is desinged to help you meet those goals. The good news is that it's never too late to start.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?