2) Schedule a portfolio and will review session with Steven and his team.
3) Make adjustments as needed.
The Hanson family did not know what their health insurance, medical supplemental insurance, Medicare and Medicaid did not cover. You and your family have the opportunity to educate yourselves on the financial strategies and current insurance resources that will enable you to preserve your lifestyle, protect your assets and provide a financial legacy.
We offer additional classes including a class specific to veterans benefits and social security maximization. They are all informative and useful. The Human Ostrich is the most comprehensive.
We look forward to seeing you at our next session!
You Team at Beacon