1st Liberty Financial

ACHIEVING A WORRY-FREE RETIREMENT,
Protecting Your Nest Egg

Medicare and Social Security Planning

Social Security Planning

One of the biggest decisions we make is deciding when to start taking Social Security Benefits. I will give you expert advice and information for social security timing as well as a valuable social security timing report.

No fee is charged for my service nor the timing report.


Medicare 101 Workshop

You do not have to make the decision alone. I am here to guide you through the process and be a valuable resource to you during this important decision.

The right insurance is about more than choosing the right company. It's about selecting coverage that fits your specific needs. As a local, independent Insurance and Financial Professional, I will provide the guidance to help you do BOTH - so you can focus on your life, not on your insurance.

Since we offer policies with a wide range of carriers, we'll give you an honest opinion about the right insurance fit for you.

All of our expert services are COMPLIMENTARY. Let us handle the details for you.

Please reply to this email, call my office at 901-757-9382 or text me at 901-485-2088 to schedule a date and time that works best for you.

Ease - I'll Do the Work
Having an unbiased advocate on your side means you don't have to navigate the insurance world on your own. You can rest easy knowing that your agent has the knowledge and resources to protect what matters most to you.

Choice - You'll Have Many Options
As an Independent Financial Professional, I am not limited to products from any one company. That means I have the freedom to create a personalized insurance package that fits your needs and your budget.

Advice - An Expert on Your Side
You might still have questions like: Should I stay on my employer plan? What prescription drug plan is right for me? Is Medigap or Medicare Advantage Plan right for me? As an Independent Financial Professional, I can answer all of your insurance questions even those you didn't know you had.

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