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Plan Your Retirement with Peace of Mind

A smiling couple in their late 50s sits together on a sunlit porch, holding hands and looking at a tablet. The background shows a lush garden, evoking tranquility and optimism. The image conveys trust, comfort, and the anticipation of a secure retirement, with warm, natural lighting and a candid, documentary style.

Discover how our expert guidance ensures a secure and fulfilling retirement journey.

Comprehensive Retirement and Medicare Planning

Explore our tailored services designed to protect your future and simplify your planning.

  • Personalized retirement income strategies
  • Medicare enrollment and supplement guidance
  • Asset protection and risk management
  • Long-term care and healthcare planning
A financial advisor meets with a diverse group of pre-retirees in a modern, sunlit office. The group reviews documents and charts together, with everyone appearing engaged and reassured. The setting is professional yet welcoming, emphasizing clarity and collaboration in retirement planning.

Addressing Your Top Retirement Worries

Outliving Savings

Worried your savings won’t last? We help you create a plan for lifelong financial security.

Healthcare Costs

Rising medical expenses can be daunting. Our strategies help you prepare for healthcare needs.

Market Volatility

Unpredictable markets can threaten your nest egg. We focus on safe, protective strategies for stability.

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Our Safe and Protective Planning Method

Learn about our proven strategies to secure your assets and health benefits.

We use time-tested, conservative strategies to help you safeguard your retirement savings and ensure your healthcare needs are met. Our approach prioritizes stability, protection, and peace of mind for every client.

Expert Medicare Guidance for Pre-Retirees

Navigate Medicare with confidence using our expert advice and support.

  • Step-by-step Medicare enrollment support
  • Comparison of plan options and costs
  • Answers to your Medicare questions
  • Ongoing support as your needs change
A mature woman in her early 60s sits at a kitchen table, reviewing Medicare documents with a friendly advisor. The setting is bright and homey, with coffee mugs and a laptop open, suggesting a relaxed, supportive environment.

Meet Our Expert Planning Team

Portrait of a smiling male financial planner in his 50s, wearing a navy suit and glasses, standing in front of a bookshelf filled with financial books.

David Majher

216-659-7230

[email protected]

Dave has been a licensed Health & Life agent since 2001. For the last ten years he has concentrated on Health insurance for Medicare individuals. He looks at the needs of the client and finds the plan that is best for them. As an independent agent, he has access to the multiple companies and plans that can work for the client – not just one company. David also services clients in the under 65 Health Insurance, Final Expense life insurance and Dental Insurance..

Portrait of a cheerful female Medicare specialist in her 40s, with curly hair and a teal blouse, seated at a desk with a notepad and pen.

Debbie Majher

216-616-9797

[email protected]

Debbie helps people who’ve saved well but want clarity on how to make their nest egg last through the next long chapter of life. With a client-centered, holistic approach, she tailors every plan to your values, helping you gain control, clarity, and confidence in your finances.

A former elementary teacher, Debbie entered the insurance world in 2008 and now holds Life & Health licenses and the Series 65. Outside of work, Debbie enjoys hiking with her dog Rookie, reading, and trying new recipes.

Portrait of a friendly female long-term care advisor in her 60s, with short gray hair, wearing a green scarf, smiling warmly in a sunlit office.

Rookie

Evergreen Mascot - works for cheese

We got Rookie nine years ago as a rescue dog from Kentucky.  He is our constant companion.

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Rookie's picture

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Simple 3-Step Planning Process

1

Schedule a Consultation

Book a free, no-obligation meeting to discuss your retirement goals and concerns.

2

Receive Your Custom Plan

We design a personalized strategy for your financial and healthcare needs.

3

Enjoy Ongoing Support

We’re here for you at every stage, adjusting your plan as your needs evolve.

Get In Touch for Personalized Guidance

Contact us today to start planning your secure and rewarding retirement.

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