• ​​Medicare.gov Part D Search Tool is getting a makeover that may have some confusion.  Call us if we can help.



The unsolicited testimonials we receive from our clients highlight the level of attention and integrity we offer every client. Our commitment to providing you with high quality service and excellent returns on your retirement funds is our driving force.


  • ​​​​​​​​Have you heard about the new Medicare cards? To protect your identity, social security numbers will no longer be used. New Medicare cards will be mailed soon! Click on the link to enter your email address to be notified when your new Medicare card is mailed and to learn more about the new cards.​  https://www.medicare.gov/newcard/

"I had no idea where to go or who to talk to about Medicare and what happened when I turned 65.  Daryl was able to help me clearly understand my options and guide me in the right direction."- G.D. Age: 64

"I really appreciate you showing me there are great options available with my Medicare Supplements and Drug Plans.  I didn't really like the options I was getting in the mail and you were able to show me some great alternatives." - C.E.  Age: 65

  • ​​​The Centers for Medicare and Medicaid Services is getting ready to let Medicare Advantage plan issuers add major new long-term care benefits to their supplemental benefits menus.   Read more here:   ​https://bit.ly/2RNtTXe

"Every year I would get so confused on what I was supposed to do or not do when it came to my Medicare Options.  Thank you for showing me, in everyday language, how simple my annual choices could be!"- M.Y.  Age: 72

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  • Should you use a mail-order pharmacy?   A great article from The Washington Post detailing factors to consider. https://wapo.st/2RptivH​

Are You Looking for a Great Fixed Rate on your 'Safe Money'?  Take a look at these Fixed and Compounded Interest Rate Options.  

Call us for more information and details: (303) 993-3170

(303) 993-3170