See Our Services
SFI Health and Wealth focuses on Medicare and ACA as well as the different products to fill the gaps like critical illness and cancer insurance. Dental, vision, hearing along with long term care insurance are also covered under the health side.
As for the wealth side, we focus on social security planning and safe money planning for your retirement needs.
Don't just survive, THRIVE
We can get you covered.
Social Security Planning
We want to help you optimize your social security benefits. Learn more here.
Healthcare Planning - 65 and over
Medicare can be complicated. Let us help you simplify your Medicare choices here.
Healthcare Planning - under 65
Pre-existing conditions won't keep you from healthcare options. To explore those options, go here.
Life Insurance - Final Expenses
Get the coverage you need at the price that stays the same regardless of inflation. Learn more here.
Dental, Vision, and Hearing
Get the dental services you need and add on vision and hearing benefits if you need them here.
Critical Illness Insurance
As people age, heart attacks and strokes are more prevalent. Unfortunately, the world (i.e. bills) doesn't stop when life happens.
Cancer Insurance
Wouldn't it be better to concentrate on recovery rather than the financial hit of cancer?
Safe Money Planning
When you want your money to grow at a decent rate but you still need to protect the principal, learn what to do here.
Hear What Our Clients Say
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George Owens
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Max Tanner
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Kim Wexler
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Billy Jackson
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