Columbia MO
Branch Office
SERVICES - GUIDANCE
We offer guidance in the following areas:
**While we provide guidance, we do not make recommendations in certain areas.**
**Not all products and programs listed below are offered or managed by our office.**
**We are not affiliated with or endorsed by any government agency or the Federal Medicare Program**
HEALTH
ACA Plans/Marketplace
ChampVA
COBRA
Critical Illness Plans
Dental/Vision
Direct Physician Care
FEP BCBS
GEHA
Group Health Ins
Hospital Indemnity
MailHandlers
Medicaid
Medicare
Medicare Advantage Plans
Medicare Supplement Plans
Prescripton Plans
Sharing Plans
Tricare
Veterans Administration (VA)
​
LIFE
Estate Planning
Final Expense - Burial/Cremation
Income Replacement
Key Man Insurance
Legacy Planning
Mortgage Protection
​
ASSISTANCE CARE
Home Health Care
Long Term Care
Medicaid
Short Term Care
Skilled Nursing
IMPORTANT STATE PROGRAMS
Blind Pension
Disability
Extra Help/LIS
Medicaid
QDWI
QMB
SLMB
Social Security Benefits
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FINANCIAL
401k/403b
CD's
Fixed Annuities
Income Strategies
Money Markets
Rollovers
Roth IRA
Safe Growth Strategies
Traditional IRA
Variable Annuities
​
TAXES
Tax deferred growth strategies
Tax free growth strategies
Tax reduction strategies