Frequently Asked Questions
You’ve got questions—we help you find the right answers. With clear explanations and smart strategies, we’ll help you navigate life’s big financial moments with a plan you can trust.
Do you work with people who are self-employed or own small businesses?
Yes! We offer customized financial and insurance solutions for individuals, families, and small business owners.
Can I make changes to my plan later?
Absolutely. We’re here for you long-term and can adjust your coverage or planning strategies as your life changes.
When can I enroll in Medicare?
Most people enroll around age 65, but there are special periods depending on your situation. We’ll walk you through it.
Can I keep my doctor with Medicare?
That depends on the plan. We’ll review networks and help you choose a plan that works with your preferred providers.
What’s the difference between term and whole life insurance?
Term covers you for a set number of years; whole life offers lifelong coverage and builds cash value.
How do I know if I’m on track for retirement?
We offer personalized retirement planning to help you understand where you are and how to move forward.