Services
How We Work
Our firm specializes in helping individuals develop sound strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial/Insurance concepts and products, and take the mystery out of investing, insurance, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Insurance
Group Benefits including:
Medical, Dental, Vision, Long Term Disability, Short Term Disability and Group Life Insurance.
Individual Benefits Including:
Medicare Advantage and Supplements, Medical (Martketplace Coverage), Dental, Vision, Long Term Disability, Short Term Disability, Term Life and Long Term Care options.
We do not offer every Medicare plan available in your area. Currently, we represent 4 Organizations which offers 94 products in your area. Please contact Medicare.gov, 1-800-Medicare or your State Health Insurance Program (SHIP) to get information on all of your options.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
mark@advancedwealthsolutionsllc.com | 616-818-3159