
INDIVIDUALS

EMPLOYEE BENEFITS

Financial Fluency
INDIVIDUALS
Our Focus is You
you are confident in your knowledge, and our advice

Financial Planning
Every stage of life, every set of priorities. We will get to know you, your resources, and what is important to you.
Then, we’ll make sure that your financial setup matches what you want and need.

Insurance: Health, Life, Annuities
We represent the widest set of carriers and plans. The result is that we will be able to deliver the most appropriate approach, that you choose, at the most efficient price.

Online Quoting
You can do the shopping yourself, to get an idea of what premiums and the types of plans and policies exist.
You may want to implement yourself, or we can guide you across the finish line.
EMPLOYEEE BENEFITS
Employees = Key to Success
have benefited from our coordinated services.

Disability
Short-term disability insurance is the single best protection that an employer can offer. It provides protection for both the employer and employee alike.

Insurance: Health & Life
Employer-sponsored health and life insurance can provide benefits necessary in order to attract and retain staff.
For employees, access to these policies can be superior, at a superior price, than in the individual market.

Dental, Vision & Other Ancillary Benefits
Dental, vision, critical illness and other benefits are more efficiently-priced in the group market than the very-fragmented, complicated individual markets.
EDUCATION
Knowledge is Power
so that you can be confident and choose wisely
We’ll Share Our Experience and Expertise with You.
seasoned professionals in their field, we can speak your language.
There are many reasons that financial topics remain a mystery.
1. There is a lot of jargon, and among many sellers, the use of the jargon is inconsistent.
2. A single fact can entirely change the solution that will fit your needs the best.
3. The market changes, as prices change, and sellers aggressively compete.
We are expert in dealing with all three, at the same time, and sharing that information with you, in language you can fully understand. We won’t rest until we are certain you are comfortable with the information that we share.
The result is you will be confident that you are getting the best for your money, under the widest possible set of situations.
When You Need More: GH2 Unfiltered
Even if you fully understood the jargon, there is more for our clients to consider.
- How to actually compare among a complicated set of choices
- How to compare policies and carriers
- How to actually enroll correctly without unintended consequences
- A single detail can entirely change your financial outcome
What You Get:
- Information about carriers and plans that we cannot share in public
- Comparison of retiree benefit plans to individual Medicare
- Guides on how to consider retirement planning approaches and policies
- Private newsletter when current events warrant special attention
Yearly subscription is less than a cup of coffee a month.
GH2 Unfiltered
In addition to access to the private posts and videos in this site,
New subscribers will also receive a free copy of Maximize Your Medicare, postage paid anywhere in the lower 48 states.
Different Situations, Same Feedback
What Clients Say
We guide clients with the long haul in mind.
FINANCIAL PLANNING
-Geo & Sandy Lundy
MEDICARE
Thank You!
Sincerely,
Robert and Phyllis Nulty
EMPLOYERS
My advice to you, find time to talk to Jae and let him do what he does so well.
Jerry S.