We Are Your Retirement
Partners

Insurance That Covers Your Retirement

LET’S TACKLE YOUR BIGGEST INSURANCE CONCERNS TOGETHER

Our independent agency offers an array of solutions in Medicare, Long-Term Care, Life Insurance/Final Expenses, and Fixed-Income Planning. But it is not just about options…it is about service and engagement. Our owners and well-trained agents are prepared to give you the service it takes to raise the standards of the insurance industry. From the initial point of contact to your quarterly or semi-annual reviews, we seek to add value with every interaction.

MEDICARE

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FIXED INCOME SOLUTIONS

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LIFE INSURANCE

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LONG-TERM CARE

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Testimonials

 

 “Vanessa made walking into Retirement a cakewalk. A lot of times that doesn’t happen and you have to crash into walls to figure it out, so to discover Vanessa, just Wow. She gave me great information and she has been a wonderful lady both inside and out.”

Chris T.

“Vanessa is responsive and explained the whole Medicare process visually as well as talking about it. She helped walk me through what plan would fit best for me. I’d recommend her to anybody. She even took the initiative to submit some forms for me. Her follow through is very prompt and I really appreciate the great customer service. Fantastic experience working with her all the way around.”

Brenda M.

“Vanessa is very knowledgeable and very persistent, and she always has a good attitude. You can count on her and her work. She always follows up and she is very responsive. I basically refer all my friends to her at this point.”

Brian P.

“Working with Vanessa was awesome. She is very knowledgeable, very kind-hearted, and we couldn’t have had a better experience. She answered all my questions, she was very professional, she told me everything I needed to know and what plan would be best. You don’t see many people that are that thorough.”

Bobby B.
“Vanessa is our “Go To Agent” when it comes to personal insurance policies. She’s well versed in her field and her main goal is to assist in determining the best policy to fit your individual needs, without any sales pressure. Vanessa Rocks!”
George & Jill L.

“Vanessa is very knowledgeable and very persistent, and she always has a good attitude. You can count on her and her work. She always follows up and she is very responsive. I basically refer all my friends to her at this point.”

Bijan P.

Is Your Current Insurance Meeting Your Needs?

We’ll help you determine the right fit.

Needs assessments are always complimentary.