Dedicated to helping people make informed, educated decisions about their retirement and Medicare coverage options. We are here to help, to listen to you. Your financial journey will be as unique as you are. Don't settle for anything less than a personal financial strategy designed with your specific needs and goals in mind. Feel free to ask any questions. We have been in the safe money financial options business for over 25 years and have helped thousands of local residents to achieve their goals. We will only do what is right for the client. We answer to only one boss, God, and we were put here to serve you.
Our clients are our priority, we are paid through the insurance carriers, not our clients, but we work for you!
Feel free to contact us with any of your insurance needs, such as:
Medicare Advantage
Medicare Supplements
Prescription Drug coverage
Dental/Vision policies
Hospital Indemnity policies
Cancer Policies
Final Expense
Long Term Care
Life Insurance
Be your own banker
Safe money investments with lifetime income payouts
Create your own pensions
Small Business group insurance 100 or less employees
Under 65 Direct Primary Care services
Under 65 Major Medical
Sadera Health Share
Directions to My Office
Get in touch with Lisa Wishoun-Day using this form
