Trusted, local help — no pushy sales, no confusing jargon. Just answers.
✅ CFP® Professional — Certified Financial Planner™ trained to look at the big picture
✅ IRS Enrolled Agent (EA) — A federally licensed tax expert with unlimited rights to represent taxpayers
✅ Fiduciary Financial Advisor — Legally obligated to put your best interest first
✅ AHIP-Certified Medicare Agent — Trained and tested annually to stay compliant and accurate
Whether we’re talking about Medicare, taxes, or retirement income, you’ll get well-rounded advice that connects all the dots — so you’re not left guessing or overwhelmed.
What’s the difference between Medicare Advantage and Medigap?
When should I enroll?
What does Medicare cover?
✅ AHIP-Certified Medicare Agent
✅ Locally Owned — Serving Champaign, Tuscola, and Surrounding Areas
✅ Independent — You Get Options, Not Quotas
✅ No-Cost, No-Obligation Help
"Common Questions We Get:"
Is Medicare Free?
Do I need to sign up if I'm still working?
What about dental and vision?
What's the difference between Medicare Advantage and Medigap?
When should i enroll?
Can I change plans later?