About Powers Financial and Insurance Group

At Powers Financial and Insurance Group, we believe that navigating your financial future shouldn't be a journey you take alone.  We are committed to helping our clients make wise, informed decisions built on a foundation of integrity, trust, and deeply personalized service.  We don't just plan for the market cycles of today, we build long-term relationships designed to protect and grow your wealth for generations.

Comprehensive Guidance for Every Stage of Life

Managing your wealth, healthcare and retirement can feel overwhelming.  We simplify the complex by alignment-focused strategies tailored toyour unique lifestyle and goals.  Whether you are an individual securing your personal future, a family protecting your legacy, or a business optimizing your benefits, we provide expert guidance accross three core pilars.

•Strategic Investments:  Building and managing portfolios designed to support your long-term goals and manage risk.
•Social Security Optimization:  As a Registered Social Security Analyst (RSSA®), we help you maximize your lifetime benefits and time your filing perfectly.
•Medicare Coordination & Turning 65:  Turning 65 is an exciting milestone, but it also opens the door to a confusing maze of choices, strict deadlines, rules and potential penalties.  We act as your personal guide through your Medicare Initial Enrollment Period (IEP), helping you compare Medicare Advantage Plans, Medicare Supplement (Gap) Plans, and Part D Prescription Drug Plans.  Whether you are retiring or continuing to work, we ensure you transition smoothly without facing lifetime financial penalties or coverage gaps. 

Our Mission & Values

Our mission is simple: to give you the clarity and confidence you need to make optimal financial decisions.  We guide our practice by three uncompromisable standards:

•Integrity First:  We provide objective, honest advice that always puts your bests interests ahead of everything else.

•Personalized Service:  No two financial blueprints are identical.  We listen first, design second, and adapt always.

•Generational Relationships:  We measure our success by the longevity of our partnerships, proudly serving families and businesses across multiple generations.