Health Insurance

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


Is your mailbox is overflowing with Medicare information, let us help you clean off your table. It can be confusing trying to understand all the acronyms and abbreviations associated with Medicare, but it doesn't have to be, we can make it simple. We'll help you understand all your options in an easy approach so we can help you make the best decision for you.

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 in 2013 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 - Find a plan in your area

Subsidy Estimator


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