With over forty years’ experience assisting individuals and families selecting options for health care coverage, I specialize in providing affordable and comprehensive health care options. Companies I use are rated Excellent by AM Best Co and can provide Affordable Care Act compliant plans or comprehensive major medical alternatives. I also provide supplements that are useful in meeting deductible and co-pay related expenses or funds to support living expenses during recuperation from a medical event. My mission is to serve the needs of my clients and I will help them achieve their health care coverage objectives.
I am a member of the Southwest Valley Chamber of Commerce, the Westside Success Partners chapter of Business Networking International and RAIN (a senior services business networking group). I also volunteer for the Phoenix North Mountain Visitor Center and the Arizona State Parks system. My other professional involvements involve providing music at a variety of events throughout the valley and for senior living communities. I have two albums of original music and am currently working on a third involving my skills at the piano, on the guitar, and with blues style harmonica or Native American Flute.
I am passionate about helping people with Medicare choices. It is one of the most important decisions that you will make and the system can be very overwhelming and confusing. I meet with my clients and I learn what is important to them and help them find a plan that fits their needs. As an independent agent, I can write all major plans available in Arizona.
As a wealth strategist, I help people make their retirement wishes come true. When asked, most people say their biggest fear is running out of money in retirement. I look at where you are financially today, we talk about where you want to be at retirement, and I put together strategies that will ease your concerns about outliving your money.
I am a member of the Southwest Valley Chamber of Commerce, the National Association of Women Business Owners (NAWBO), the Senior Needs Network, RAIN, the Council on Aging, and the Business Advisory Board at Estrella Mountain Community College. I volunteer at the Avondale Senior Center and the Buckeye Senior Center. Several times a month you can find me doing speaking engagements at various locations around the valley.