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Welcome,          
 
We are a qualified and dedicated team of advisors who serve a broad spectrum of people but specialize in the needs of the senior community. Our approach is unique. We want to serve the senior community primarily through education.
We believe that we do not deserve your trust, business, and referrals unless we first earn your patronage by unparalleled service, sound advice, and exceptional value. 
We are independent professionals and as such we are contracted with many companies. We intend to provide the best possible solutions for your needs. Combined we have many decades of experience in the financial world.
 
  • We have the latest information about Medicare and the many health plans available to complete the government coverage gaps.
  • We have low and no premium health plans available so that you could pay no more than the part B Medicare cost.  
  • We can make sure that your funeral and final expense funds are secure from Medicade, nursing homes, creditors and probate. 
  • Our associates can help you meet your financial planning, legal and investment objectives.

For more information, answers to your questions, and/or a personal appointment, contact us at:
Phone: (303) 980-0028 locally, or
1-800-498-1445, or by Email: t.messer@comcast.net