Jim has consulted with a multitude of people turning 65, as well as those people leaving their company health plans and enrolling in Medicare. He is often complimented for taking the confusion out of Medicare.
Jim is on Medicare himself so he knows first hand as a customer how various healthcare choices work. As an independent agent, Jim can offer many of the major plans and options available.
Come join Jim and Diane at one of their community meetings (click on “community meetings” to go to the event calendar) or we’ll absolutely meet with you one on one if you would like.
C.P.A for over 30 years and individual and small business consultant.
In that time frame, she has been a very successful consultant to both individuals and small businesses. She is very thorough in educating seniors on how Medicare works. Many of our clients are thrilled with the level of service Diane provides.
Diane conducts community meetings all over Collin and Dallas Counties, where she educates groups of people on understanding their choices. You will find her to be very caring and a great listener. Look at our calendar for a date/time near you.