Retirement Advisor, Medicare Advantage Specialist
United Financial Group
Margaret specializes in creating retirement plans for clients, customizing each financial strategy to meet the client’s specific needs. She helps guide clients through the process of signing up for the appropriate Medicare health and drug plans that best fit their needs for the lowest premiums. Her strategy for tailoring plans for each client includes placing an emphasis on education. She breaks down the steps to ensure complete transparency and understanding throughout the entire planning process. Margaret’s mission is to help client’s reach their financial goals, and help them understand how to get there. Her favorite part about her position is helping people prepare for a sound financial future, setting them up for a safe and secure retirement.
We help Medicare recipients take out the confusion of their Medicare plan choices.
Margaret holds a Bachelor of Science degree in business administration with a minor in communication from the University of Cumberlands. Prior to joining the insurance business, she previously worked in the golf industry for 10 years. Margaret is a member of the Silver Lake Lions Club of Indiana, and enjoys giving back to the community in which she grew up. She is a golf coach at a local junior high school, and believes it is important for the younger generations to learn integrity, sportsmanship, and discipline through the game of golf. Additionally, Margaret participates in the Clean Out the Banks event for the Wabash River in Wabash County each year. In her spare time, Margaret enjoys golfing and watersports such as paddle boarding and kayaking.