You and Your loved ones deserve peace of mind for today and the future.
You and Your loved ones deserve peace of mind for today and the future.
I have years of experience helping clients prepare for the unknown while meeting their financial goals. I can provide valuable solutions regarding
As an independent broker, I can access many different products and companies so you can get the right products and services for your specific needs.
I use proven strategies based entirely on your goals and needs. We will utilize a holistic approach during our initial discussion. And you can count on unbiased recommendations and impartial guidance as we work together toward your secure financial future.
Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding my client’s every expectation. Call me today to find out how I can suggest long- and short-term strategies that will help you realize your financial security.
RESPECT – I treat all people with respect no matter where they live, what they do, where they come from, their gender, their ethnicity, how much money they make or have, nor their religious belief. Every person is different and will be respected for who they are.
HONESTY – I am honest in all communications, interactions, explanations, and recommendations. Yes, I make money helping people find the right insurance solutions for their specific needs. However, I will never violate the four core principles in order to make money personally.
INTEGRITY – Everything I do revolves around a deep inner desire to help people the best way possible for their unique situation. I put the needs and desires of my clients above everything. I still believe in "Do to others as you want them to do to you".
WISDOM – Wisdom starts with listening and understanding what concerns and goals my client has. Once we have discussed those I use my extensive knowledge of solutions and products to help my clients develop a course of action wisely.
Many of my clients have faced some or all of the questions you face right now.
Sometimes those questions keep us awake and interfere with the peace of mind we all want .
You are not alone during these times. I have helped many clients implement solutions to stop the questioning and put an end to the sleepless nights.
How will I pay for home health care and long term care costs?
How can I choose the best coverage options once I am on Medicare?
How can I avoid taking losses when the stock market drops?
How can my money receive gains when the stock market goes up but not lose money when the stock market goes down?
How can I guarantee my retirement income?
How can I cover the costs for critical illness and chronic illness while providing a legacy for my loved ones?
How can I provide for my family and loved ones in case of untimely disability, critical illness, or death?
Look through the list above and let me know...are you being nagged by a question on this list?
Or perhaps you are being kept awake at night by a question I don’t have on this list.
Contact me and let’s work together to find the best solution for you.
Implementing a plan of action that answers those nagging questions will
Provide Peace of Mind for You and Those You Love.
Reach out with any questions or to set up a meeting to discover the best path for your peace of mind.
(765) 381-0353 Ron@ShaneFinancialServices.com Medicare Center Phone Number (765) 563-2505
Monday - Thursday: 9am - 5pm
Friday:9am - noon
Saturday and evenings: By appointment
Sunday: Closed
As of October 1, 2022 CMS (the Center for Medicare and Medicaid Services) has mandated new guidelines regarding an insurance agent, broker, agency, and/or marketing organizations interaction with Medicare beneficiaries.
All phone conversations must be recorded and kept on file for 10 years. If you want to discuss any topic regarding Medicare, Medicare Prescription Drug plans (PDP) also know as Medicare Part D, Medicare Advantage Plans (MA, MAPD, MSA, PFFS) also know as Medicare Part C, and / or Medicare Supplement Policies also know as Medigap Policies we must use the Medicare Center phone system I am utilizing to record that conversation.
CMS required disclaimer
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options
Copyright © 2023 Shane Financial Services, llc - All Rights Reserved.
Powered by GoDaddy Website Builder
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.