Worried that your financial strategy is missing something?
We’re here to help you feel confident in your financial future.
New Service at Custom Wealth Solutions
Do you currently have Medicare?
If so, how well do you understand it and how confident are you that you have the best program for your situation? Would you rather have someone to sit with and make sure you are getting the best plan for you? Starting for this year’s enrollment period Oct 15- Dec 7 Custom Wealth Solutions will be that resource you are looking for!
We are happy to announce that Donna Cottrell will be focusing on Medicare. Donna is currently working hard to become knowledgeable on all the various options and plans that are available for you. Donna has access to software that can help her find the most comprehensive coverage for you.
Don’t currently have Medicare?
When you turn 64 ½ we will automatically be contacting you to set up a time for you to review your options as you turn 65.
What do you need to do to take advantage of this opportunity to improve your coverage and ensure you are in the right plan?
When you get your Policy Coverage Statement in September from your current carrier, simply forward that to Donna at firstname.lastname@example.org. We will schedule a quick 15-minute review for you with Donna so that we can help find you the best option.
Medicare Coverage Form
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Rather Meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
Or give us a call at 734.844.3400.