Our Mission Statement

We consider each client to be unique, with their own set of retirement goals and concerns.


1) Educate the Client

2) Minimize Risk

3) Conservative Lifetime Income Stream


We believe it is our job to listen to Your needs, Your desires and Your concerns before beginning to construct a Retirement Insurance Plan.

IRS code is constantly changing, insurance products may offer tax deferral or tax exemption as specified in the insurance policy. The Retirement & Medicare Center has more than seven years experience as an insurance producer. 

Have an INDEPENDENT EXPERT show you how to use insurance policies for retirement income, health insurance, legacies and risk management.

Our Website contains a wealth of information that is located in the Resources Menu. We  recommend you watch our Videos and view the FLIPbooks . Topics include: Retirement Income, Wealth Preservation, Tax Planning, Estate Planning, Risk Management and Planning Calculators. 

For more information click here Resources .|. Videos .|.  FLIPbooks .|. SiteMap .|.