Local, independent insurance agents serving Salt Lake City
and all along the Wasatch front.
TAKING CARE OF YOUR HEALTH
Our first specialty is health insurance, including Medicare, individual policies, and even group policies.
We’ll take into account your health and lifestyle to fit you with a plan that is easy for you to manage.
New to Medicare?
Choosing between plans and navigating a new healthcare system can be daunting! Working with a trusted expert is the best way to learn what you need to know to choose the right plan for you. We’ll take time to educate you about Medicare and other changes that come with retirement.
We’ll go over how your medical insurance is going to cover whatever needs you may have, including the prescription medications you’re taking, hospital stays, etc. We also take a close look at networks to make sure you can keep going to your favorite doctors.
As independent insurance agents, we work with all carriers so we can help you find the right coverage for your needs at the most competitive price.
PRESERVING YOUR WEALTH
Another major focus of ours is to help you age comfortably within your means. As you approach retirement, you may be wondering things like:
- When should I start taking Social Security?
- How can I protect myself from market reversals?
- Will the money I have saved last, even if I live a long time?
- What if I become disabled and need daily care? How will I pay for that?
- I don’t have much saved for retirement. What can I do?
Your cashflow situation changes a lot when you retire, and our goal is to help you maintain a comfortable lifestyle, no matter how the market or your health changes.
LEGACY PLANNING
After you’ve taken care of your own financial needs, you’ll also want to think about the legacy you will leave to loved ones. This may include:
- Life insurance that helps you pass on wealth.
- Establishing a trust.
- Making plans to provide for a dependent adult/child after you’re gone.
- Planning for final expenses so that there is no financial strain on loved ones at your passing.
Working out these kinds of details now will give you and your family peace of mind and allow you to focus on the things that really matter and enjoy the time you have together. We want you to feel assured that your affairs are in order and confident about your legacy.