Testimonials

 I’ve known Gary for many years. Several times I have asked Gary for information and/or advice on different subjects such as Medicare, annuities, insurance, and investments. His focus on fairness and doing the right thing have been obvious. He attempts to provide answers which are helpful and well documented by well known resources. I can depend on Gary to “shop” for good answers, products, and services.  
- JD - Tennessee

 I’ve known Gary for over 35 years because he helped my Mom and Dad with insurance and investments in the 1980’s and 1990’s. Now he helps me. When I ask Gary questions, he provides detailed answers that explain different viewpoints and the advantages, and disadvantages of numerous options. He has helped me with insurance, retirement decisions, insurance, and estate planning. I call Gary when I have questions or concerns about my finances. I can count on him to “shop” the market and provide me options from well established companies. I trust Gary. 
- BR - Florida

 Gary and I worked together years ago and have remained close friends for over 38 years. Gary’s education and experience support his focus on “doing the right thing” for the client. We’ve discussed many issues such as Medicare, Medicare Supplements, Medicare Advantage, and long term care. Gary will “shop” for the best ideas, products, and services to help his clients secure insurance benefits at affordable prices with top notch insurance companies. I depend on Gary to consider my questions and concerns and provide me with accurate information from reliable sources.  
- TS - Florida

 I was referred to Gary by a good friend. We spoke on the phone several times and Gary emailed information about Medicare and Medicare Supplements to me. Gary shopped my coverage with several insurance companies. We discussed benefits and premiums and decided on a plan offered by a major insurance company at a reasonable price.  
- TB - Texas

 I’ve known Gary for years and asked him to help me with my Medicare Supplement decision. Gary presented several plans and helped me choose the plan that was best for me. Then, he helped me by shopping my coverage again and managed to reduce my premiums even further. I depend on Gary for accurate information and assistance with my Medicare Supplement and other financial decisions.  
- JM - Texas

 Gary has been helping my family since the 1980’s. Years ago he helped my parents with Medicare, Medicare Supplements, life insurance, and investments. Now, he helps me and my husband. We trust Gary to shop around for good products and services and explain the details to us. Gary has been helpful when we asked about our benefits at work and in retirement.  
- JF - Tennessee

 

 When I retired (turned age 65) and needed to make a decision about a Medicare health plan, I asked Gary to help me. Gary reviewed the plan from my employer and suggested several plans and options. We discussed Medicare Supplements, Medicare Advantage, and prescription drug plans from several different insurance companies. Gary helped me enroll in Medicare and select a Medicare Supplement and a prescription drug plan. Gary did the shopping for me.  
- TH - Florida