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Financial Planners role

Financial Panners are just that-Financial Planners!

Medicare Insurance Advisors are just that-Medicare Insurance Advisors!


Financial Planners are highly recommended if you have income or resources to support their services when you need retirement financial planning. They have financial expertise that we do not have.

Most financial planners do not have the specialized knowledge of a Medicare certified professional. We work in partnership with financial planners and are often brought in because we do not compete. We do not offer the same services.

So choose the right professional for the right job.