Thank you for visiting our new Internet site. As an up-to-date business, we want to give you the opportunity to stay in touch with our insurance agency and our offers. A new content management system will enable us to always keep you up to date.
One very important issue in today's retirement marketplace is that a non-qualified retirement plan (pay taxes now vs. later because taxes will go up at retirement age) is preferable to a qualified retirement plan (taxes will go down at retirement age, a false statement). Patrick Kelly's best seller "Tax Free Retirement" makes this issue very clear. His number crunching, the math, cannot be disputed.
In addition to retirement plans this agency offers health insurance plans via insurance companies who offer health plans off the government exchanges. The links to these plans are in this site under the health insurance tab in the menu on the left side of this site.
If you are not familiar with our insurance agency and your first contact with us is online: We would be pleased to hear from you! Please let us know what your needs and questions are, we will be more than happy to help.
In brief, you should know the following about us: our insurance agency was established in 1974 in Louisville Kentucky and moved to Summit County Colorado in 1993 and has been responsible for providing outstanding life and health insurance plans ever since. Our specialty is in retirement plans and Senior insurance, including Medicare Supplement, Medicare Advantage, and Part D Medicare. Our regular customers particularly value the customer service that comes from the agency vs. calling toll free numbers. Our business is located on-line, here in this site, or by personal meetings at your home or agency offices throughout Colorado.