INDIVIDUAL RETIREMENT CONSULTING

100% Free Assistance

STEP 1

BOOK YOUR CONSULTATION

I WILL GUIDE YOU THROUGH EVERY STEP REGARDING YOUR PATH TO RETIREMENT

STEP 2

WE SHOP FOR YOUR AVAILABLE PLANS

WE WILL COMPARE ALL INSURANCE CARRIERS TOGETHER

STEP 3

NO HASSLE ENROLLMENT

I WILL PROCESS AND HANDLE ALL PAPERWORK FOR YOU

START HERE

  • Medicare

    Understand your options and make informed decisions about your health care coverage.

  • Turning 65

    Turning 65 is a key milestone for Medicare eligibility. During our appt we will set up your medicare benefits.

  • Life Insurance / Final Expense

    Determine which type of life insurance policy best fits your needs.

  • Financial Planning

    Create a comprehensive strategy for managing your finances and achieving your financial goals.

  • Home Health Care / Ancillary Consultation

    Plan out your care services needed at home or in a facility.

  • RX Drug Coverage (Part D)

    Understand and select the right prescription drug coverage.

Meet DIEDRA LOPEZ

Hi, I’m Diedra, your licensed Retirement Consultant. Entering retirement can be complicated. There is so much confusion and anxiety around choosing the right Medicare plan, Life Insurance, Long Term Care and Asset Protection.

My purpose is to ensure you make the right decisions.

This is what I do, and I love my job. I began with my own family and neighbors. Now each year I work with over a hundred new seniors. My goal is to give you peace of mind. And for me, I not only get to help you, but also feel like I am making our community happier and more secure, one person at at time.

Let’s work together

What My Clients Say…