About Us

National Social Security Advisor Registered Social Security Analyst

Everyone likes options.  Everyone needs options.  But sometimes the options are confusing.  And a mistake can make a big difference in retirement income or healthcare.

Jan enjoys educating pre-retirees and those already retired about Social Security and Medicare.  Once you have the information, you can make the decision that’s best for you.

Jan gives seminars, and on-line webinars on both Social Security and Medicare.  For more information,  contact us.

Our Commitment

From day one we have led the Life industry by basing our business on the commitment to our clients and prospects by:

  • ✔ Promptly responding
  • ✔ Listening to their specific needs
  • ✔ Focusing on personalization
  • ✔ Having the best Customer Service

Our Mission

Our mission is to provide seniors, individuals, and families with assistance in building their financial freedom. We have the skills, knowledge, and experience to help meet our client’s established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in their financial situation.

Have any Question? Ask us anything, we’d love to answer!

Medicare Made Easy, Medicare Made Simple.



If you feel like you have been spinning your wheels wondering how to make the best decision when it comes to your Medicare plan, you are in the right place. The good news is, you don’t have to do this alone. We are in the business of helping people understand Medicare, in simple, plain terms that everyone can understand. We believe it’s important that your first understand Medicare itself. You can’t understand your Medicare options until you first understand basic Medicare benefits. Fortunately, we’ve mastered how to make it simple.


Supplement Plans

Part D Prescription Plans

Social Security