Medicare Season

November 10, 2021

I’m now conducting Medicare Reviews

Healthcare is such an important part of successful retirement income planning and Medicare plans change every year.  The Open Enrollment Period has begun and runs until December 7th.

I've put together a packet of resources you might find helpful.

Medicare Information Packet

There's a lot of information and it may be a little overwhelming when you're trying to make sure you are getting the best coverage for your needs. 

So, if you or someone you care about would benefit from another pair of eyes, I would be glad to help.  The process is quick and easy.  Just call or email me to let me know at 515-279-5867 or

If you have questions about other personal finance needs or are experiencing a significant life event, please feel welcome to ask for informational resources.

Answering the Financial Questions that Count

Download the questionnaire and send it for free, no obligation information and resources.