At our agency, we offer Medicare 101 presentations, strictly educational information on Medicare, at no cost. The purpose of the presentation is to break down and understand Medicare and its parts, when to enroll, when to postpone enrolling, and how to avoid the Medicare penalties etc.
Premier Agency in the Senior Market
We have become the first choice of people who are seeking a reliable solution for their senior health insurance needs, and are committed to being the premier agency in the senior market. We are passionate about what we do and have dedicated our careers to learning the complexities and dynamics of Medicare and senior driven products. As licensed consultants serving clients in Sacramento, California, we offer unbiased guidance for those 65 and older.
Experience with Major Organizations
We have worked with Gallagher, Moreton, The Hunter Group, Altura, Presidio, Wells Fargo, Credit Unions, Utility companies, and several School Districts, just to name a few.
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Frequently Asked Questions About Financial Advisors in Sacramento, California
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.