We focus on our client’s top concerns when it comes to your Medicare Insurance:
- Choosing the most cost-effective Medicare Insurance plan for your particular situation.
- Making sure your Primary Care Physician is in network.
- Making sure your drugs are covered.
- Reviewing your Medicare Plan every year during AEP (Annual Enrollment Period), which is annually from October 15th thru December 7th.
By choosing the right Medicare Insurance plan, our clients realize the value of comprehensive planning, and are empowered by the understanding and knowledge that we provide.
We take the burden of choosing and understanding Medicare off your plate.
When if comes to your investments and financial planning, our first priority is understanding your tolerance for risk, and making sure we are acting in your best interests. We want to learn more about your personal financial situation, and identify your dreams and goals. Long-term relationships that encourage open and honest communication, have been the cornerstone of our foundation of success.
Our goal is to help you feel secure financially.
Shannon Powers
Financial Advisor/Medicare Insurance Agent
With over 25 years of experience in the financial services and insurance industry, Shannon brings a wealth of knowledge and expertise to managing wealth and guiding clients through the sometimes complicated decision of choosing a Medicare Health Insurance plan. She will work with you to make financial decisions in all aspects of your life and will help you determine when, where, and how to apply for Medicare Parts A and B. She has a strong passion for helping others and will work with you to create plans that are tailored specifically to you.
Shannon holds the following FINRA (Financial Industry Regulatory Authority) Licenses:
Series 6, 7, 63, and 65, as well as the Life and Health Insurance Licenses in the States of Arizona, California, Nevada, Oregon and Washington.
CA Insurance #OB30537
Volunteering in Retirement
Critical Estate Documents
