Financial Strategies is committed to finding you the best possible Health Insurance that fits your individual needs. If you're having problems navigating the complex Health Insurance Marketplace, aren't sure which Medicare Plan to choose, or if the plan you picked is the right prescription drug coverage, let us assist.

Insurance Options                             

  • Medicare Advantage Plans
  • Medicare Supplement Plans                                                       
  • Part D Analysis
  • Affordable Care Act (ACA)
  • Disability Income Insurance
  • Long Term Care Insurance             
  • Funeral Trusts
  • Life Insurance


Medicare

Is your kitchen table is overflowing with information being sent to you, let us help you clean off your table.  There are a lot of options out there and it  can be confusing trying to understand all the acronyms and abbreviations linked to Medicare, but it doesn't have to be. Let us help you understand all your options and lets make the best decision for your situation.  

Information to have ready when we meet:

  • List of current medication
  • Current primary care doctor
  • Any health concerns
  • Estimated income in retirement
  • Do you plan to travel or live out of state

Medicare Part D Analysis

Senior Care Application 

Social Security Office - Wausau

 

Affordable Care Act (ACA)

Understanding how the marketplace works is not something every agency does, but we do. We've been assisting our clients through the ACA since it started and have a wealth of knowledge we'd like to share with you. Please call to discuss your current health care situation. 

Useful information to have ready:

  • Current health coverage
  • Any usernames and passwords from prior attempts at the Marketplace
  • Last year's tax return or estimation of current year adjusted gross income
  • Primary Care Provider
  • List of medications

Health Care Marketplace - Security Health Plan

Healthcare.gov - Find a plan in your area

Subsidy Estimator

 

PLEASE NOTE: 

The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving www.finstratwi.com and assume total responsibility and risk for your use of the sites to which you are linking.