Cheryl and I would like to express our appreciation for guiding us through the retirement and Medicare process. In the two meetings we had, you were so patient with our lack of understanding and many questions. Your creative grasp of terminology, technology, multiple market options, and the sheer scope of the process, made our experience so relaxed and enjoyable. We feel like we got the BEST financial options for our specific circumstances. Thanks for such a magnificent outcome!!! You helped us “take the bull by the horns!!”
I had so much Medicare junk mail. Chris made it simple. He put all the different plans up on the big screen. He made it understandable and easy to select.
Chris did everything right. He answered all my questions when I asked them. He took away my anxiety over going on Medicare.