- Financial Planning (2)
- Life Insurance (1)
- Medicare Advantage Plans (3)
- Retirement Planning (1)
- Reverse Mortgage (1)
Niki Jones Allstate Agency is a family owned business that works closely with customers and Allstate to help protect and manage everyday risk. Allstate provide custom insurance solutions that make financial sense. Niki Jones Allstate team takes pride in working with the people of Indian Harbour Beach, Satellite Beach, Indialantic and other neighboring communities on insurance and financial needs –who need help with coverage for a home, vehicle, life insurance, and more.
August H. Velten & Associates, Inc. specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether it is a retirement nest egg of five million dollars or $50,000, they can help make sure it works as hard and as smart as one did in earning and saving it. Retirement may last as long as 30 years and one simply cannot afford to make mistakes with retirement money and run the risk of ruining one’s lifestyle during leisure years. They have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
Whether turning 65 this year or otherwise qualify for Medicare, stretch healthcare dollar with a CarePlus Medicare Advantage plan. CarePlus earned a 5 out of 5 Star rating from Medicare for 2019 and for 2020, the highest rating a Medicare healthcare plan can get.
I’m here to personally help you find the UnitedHealthcare plan that is the best fit for you.
I know the local area and know the plans that are available to you very well. I would be happy to talk with you in person or by phone. We can look at your needs, explore your choices and decide on a plan with confidence.
I look forward to serving you and explaining Medicare Supplement, Medicare Advantage and Prescription Drug Plan coverage that fits your needs individually.
Financial Cornerstone Group is a team of holistic practitioners committed to helping clients pursue and achieve their financial goals. Each of the team members has the heart of an educator, and it is their desire to simplify complex concepts, and help clients truly understand the path they are on, and how Financial Cornerstone Group can help them on their journey.