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Yoga Class

Our History and Mission

Kristin started the agency in 2005 after years in the healthcare business realizing there was a need for quality and trusted advice. Healthcare is one of the most important decisions of our lives and it has become very complicated with people finding it more difficult to locate quality advice centers. This is even more true with Seniors when it comes to their Medicare decisions. We were founded on the principles of long term relationships and being there to help our clients year round, not just being an enrollment center and signing people up. We want to assist you in choosing the plan that meets your needs today and as your healthcare needs change. We are a full service retirement agency and pride ourselves on having solutions for all your retirement needs.  We achieve this by doing annual retirement reviews during open enrollment or other special enrollment periods. We're always up to date on Medicare changes and are consistently reviewing all the plans available in the area, so we have a complete understanding and can answer all our clients' questions.  Our agency represents many diverse healthcare plans and retirement products with numerous carriers.  We ensure we're meeting the specific needs of each client, we understand every situation is different. We'll guide you through initial enrollments, special enrollment periods and enrolling when retiring. There is State and Federal financial assistance available in certain income related situations and we will work with you to ensure you're receiving the benefits you're entitled to. We conduct appointments safely, either in person, at your home or in our office or remotely over the phone or Zoom. We have a team of professionals both in Connecticut and Colorado that are available and ready to serve you and all your retirement needs.

Ready to get started? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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