For years we have offered FREE services including:
- Retirement Consultations
- Financial Planning for the Future
- Investing
- 401(k)/IRA Rollovers
- Life Insurance and Annuity Situation Analysis
- Tax Strategy Planning
- Long-Term Care
- Estate Planning
We would like to introduce you to our brand-new FREE service that started January 2026:
- Assistance with online enrollment for both Medicare Part B and Social Security benefits
If you are frustrated with the long wait times when calling into your local Social Security office to enroll in either of these federal benefits, give our office a call instead. This new service allows our advisors, Mark and Samantha, to sit down one-on-one with you to go through the online enrollment process of applying for Medicare Part B and/or applying for Social Security benefits.
The online enrollment process can be challenging, so let one of our advisors walk you through the process. Have questions? Give our office a call today at (260) 982-1090.
