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YOUR LIFE
YOUR PLAN

Find the right fit for you.
Protection for you built around you

SERVICES

Customized strategy sessions and plans designed to help you retire with confidence.  Safe, proven methods that can protect your hard-earned investments during retirement.

Secure your legacy by creating tailor-made plans to manage and distribute your assets according to your wishes. We help create Trusts, Wills, and designate beneficiaries to ensure your estate is protected and transferred smoothly.

Help eliminate debt without spending more money each month. Significantly reduce the amount of time needed to get out of debt and free up your cash flow for the more important things in life.

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Personal or group education on Medicare benefits.  Multiple plan carriers across all plan types.  Ongoing, personalized support for claims, adjustments, and cost controls.

Personalized final expense planning with over 30 carriers to choose from.  Multiple lines of life insurance ranging from final expense coverage to debt elimination to asset accumulation.

Fiduciary

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Financial Advisor

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Retirement and Estate Planning

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Licensed Insurance Professional

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Client-focused, trustworthy, and reliable

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Clients

TESTIMONIALS

Jonathan Carroll is a very knowledgeable and competent insurance agent! He has helped us navigate the myriad choices of supplemental health insurance for many years.  His expertise has served us well and we have been very happy with our coverage.  He is responsive to our questions and explains the policies in an understandable way.  We’ve recommended Jonathan to others because of his professional service to us. 

John and Julie Blakeslee

Contact

CONTACT

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