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  • Home
  • Medicare Matters
    • Is a "Quote" Enough?
    • When to Begin Medicare
    • Medicare Supplement
    • Medicare Advantage - Part C
    • Medicare Part D (Drugs)
  • Retirement Matters
    • Retirement Keys
    • Retirement Objectives
    • Retirement Dollars
    • Retirement Dollars--A Deeper Look >
      • Understanding Risk
  • About Us
    • Local Partners
    • Online Documents
    • Accessibility Statement
  • More
    • Long Term Care Matters >
      • Aging Gracefully & LTC Needs
      • Stay Home? Or Not?
      • Smarter Long-Term Care
      • Social Security - When?
    • Life Insurance Matters >
      • Types of Life Insurance
    • Contact
Contact Us

Where to begin, to end up with the results you want?

“Shooting from the hip” or merely “hoping”?

Not likely to succeed, is it? Trying to figure things out can be a lot like hoping the 100-light string of Christmas lights casually thrown into the box in January will simply cooperate in a nice, neat, and orderly way the next time you want to use them.

This is where we can help:

We understand how the pieces fit together and affect each other--the big picture. We have the professional experience and abilities;
  • We ask you the right questions. We help clarify your wishes, preferences, considered thoughts, circumstances, and desired outcomes;
  • We take into account the various ways that risk, investment results, asset protection, health care conditions and costs, cash flow, and income taxes all affect each other;
  • Together we construct a coordinated plan to do what you want done—as much or as little as that may bel

We show you plans and outcomes that reflect Life’s reality: Life (its length, health, contentment, finances, careers, etc.) simply does not flow neatly in programmed rows and columns of numbers. Things happen!  Life happens!

​Our planning results reflect that, so that you may enjoy more peace of mind and success!

Contact us now to discuss ways you may achieve that peace of mind and success with greater certainty.
(314) 260-7917
St. Charles, MO 63303​
Click Here to Email Us
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Insurance Source For Seniors 
St. Charles, MO 63303​
​314-876-7759 (for Medicare-related)
(314) 260-7917 (for all else)
​Click Here to Email Us

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Required Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
​Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We only offer reputable plans with a reliable customer service component.


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