Collaborative Milestones
Navigating the world of Medicare can be daunting. With so many options, it can be a challenge to identify which plan fits your lifestyle. This is where we come in. Collaborative Milestones provides education and unbiased coaching to individuals so that they are able to make informed decisions on their journey to a confident lifestyle. In essence, Collaborative Milestones takes the place of your Employer Benefit Consultant by providing ongoing education and support to our clients.
MEDICARE
Before choosing a plan we want to be sure you know the difference between your many Medicare plan options.
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INCOME PLANNING
Annuities are investments issued by insurance companies that can be used to help build a guaranteed income stream or a retirement nest egg.
INSURANCE PLANNING
Protect What Matters Most!
Life insurance may be one of the most important purchases you'll ever make.