Book an appointment

Introduction Meeting

Free · 1 hour

Building Income Plan

We build out the income plan to maximize our clients income so we can get them through their projected life expectancy with out running out of money. There will be detailed reports on how and where to pull the funds from year to year.

$500 · 1 hour 30 minutes

General Consultation

This is a general meeting to consult on their current benefits to give them an understanding on how their current benefits are structured and how to utilize them.

$300 · 1 hour

Health Insurance Consultation

To help our clients enroll for a new health insurance plan or renew their existing coverage. We also help them apply for a government subsidy if they qualify to help them lower their cost. We help the clients select the best network to meet their needs and go over the different plan designs for the new plan year.

Free · 30 minutes

Medicare Review

We review the existing Medicare Supplement, Medicare Advantage, and Part D plan designs for the new plan year. We go over any network and RX changes for the different plan year for the different carriers.

Free · 30 minutes

Social Security Income Maximization

We generate a detailed report on exactly how and when to file for Social Security Benefits to show our clients how to use the different strategies to maximize their Social Security Income. This makes up a large part of their income plan.

$500 · 1 hour

Policy Review

Meet to review policies.

Free · 1 hour

Annual Income plan review

Meet to review current income plan that was implemented and to update any changes.

Free · 1 hour

Life Insurance

Free · 1 hour

Disability Insurance

Free · 1 hour

Long Term Care Planning

Free · 1 hour

Follow up Meeting

To follow up from the introduction meeting to share where we found the money to be able to put more in the client's accumulated assets so their future is more solid.

Free · 1 hour

Policy Delivery

Free · 30 minutes

Social Security Seminar

Learn How to Maximize your Benefits

Free · 1 hour

Medicare Seminar

Clearing Up the Confusion

Free · 1 hour

Investment Review

Free · 1 hour

Annuity meeting

Free · 1 hour

Travis Griffin