Our Services

We are committed to helping you find the services you’re looking for. Whether you are nearing retirement or only beginning to plan your family’s future, read on below about the services we have to offer.

Medicare – Healthcare Planning

Medicare Planning

We help Medicare-eligible individuals find the insurance plans they need. There are a variety of different Medicare Supplement and Medicare Advantage plans, let us help you navigate them and find the plan you’re looking for. Medicare is a complex system, but our experts can make it easy for you.

Medicare Planning

Disability Insurance

Social Security Disability Insurance offers monthly payments to those who have worked, paid their Social Security taxes, and have since faced disabilities that keep them from being able to work. We can help you navigate the complexities of disability insurance to get you the benefits you deserve.

Disability Insurance

Vision/Dental Insurance

We can help you choose from a variety of affordable dental and vision plans to find the coverage that’s right for you. We help individuals and families find vision and dental insurance, including bundled plans to save you money!

Vision/Dental Insurance

Health Insurance

No matter where you live in Arizona, we can help you find the appropriate insurance for the situation you find yourself in. Call us today or schedule an appointment to get the lowdown on all of your health insurance options.

Health Insurance

Asset Protection – Financial

Life Insurance

Life insurance generally comes in three varieties, Universal, Term and Whole. We can work with you to find the correct life insurance plan based on your needs, and make sure your family is covered in case of unpredictable events.

Life Insurance

Final Expense Planning

Final expenses can end up running your family a pretty penny, but with our help you can mitigate expenses. Burial insurance is a cost-effective way to resolve final expenses while giving your loved ones the benefit of paying off and settling outstanding debts.

Final Expense Planning

Long Term Care (LTC)

Long Term Care Planning

Our main goal in retirement planning is to help protect and preserve our clients’ retirements. We use managed risk ETF (exchange traded funds) and Annuities to achieve our goals.

Long Term Care Planning

Retirement Planning

Social Security Disability Insurance offers monthly payments to those who have worked, paid their Social Security taxes, and have since faced disabilities that keep them from being able to work. We can help you navigate the complexities of disability insurance to get you the benefits you deserve.

Retirement Planning
Futurity First