Expert Support 

We're always happy to help with any questions you have. 

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Personalized Approach

 We'll work with you to create a resilient strategy that evolves with you.

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Decades of Experience

Financial strategy is our life. We can help you navigate the economic ocean, no matter how choppy the seas get.

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Good News! Are you on Medicare, or about to qualify for Medicare soon?

Good News! Are you on Medicare, or about to qualify for Medicare soon?

Either way, we can help! We’ll explain the A, B, C – and D’s of the Medicare alphabet soup in easy to understand language.

The ins and outs, the parts and plans – it’s all second nature to us. And you won’t pay a penny for our Medicare advisory services, either.

The Best Thing about Turning 65 is getting Medicare…. And a Cake!

The Best Thing about Turning 65 is getting Medicare…. And a Cake!

We’ll show you how to:

  • Get better coverage
  • Pay less money than you are spending now
  • Find plans with NO doctor networks

You have choices and they are good -- really good!

Call us today. Let us help you find the best Medicare plan for your unique needs.

Lisa Wentz-Kinnison

Lisa Wentz-Kinnison

Owner and Medicare Independent Insurance Agent

(970) 224-5500

Amy Kilber

Amy Kilber

Agent and Customer Service Specialist

(970) 224-5500

970-224-1730

CJ Evans

CJ Evans

Customer Service Associate


“Yes. We represent all the big names in health insurance. But most importantly we represent you!”



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