Turning 65? 2024 and Beyond

Check out our latest book 'Turning 65? 2024 and Beyond'.
This book should be read at least 3 to 4 months before someone turns 65.



There are many ways to make money and accumulate wealth. Just as there are many advisors out there to help you along the way and we are glad they are there. Unfortunately there are just as many ways to lose your hard earned money and plenty of people who think your money should be theirs. Preventing that from happening is what this web site, our seminars and our entire practice is dedicated to. We are not here to replace your financial advisors but rather to complement their efforts. Our job is to help you stay FINANCIALLY INTACT. We can advise on legal issues, identity theft, tax filing, major market decline and financial planning

Get Complete and Reliable Coverage

Explore your options for Medicare supplements in Longmont, CO

While Medicare insurance is a fairly reliable source of health care coverage, it doesn't cover everything. When you need help filling in the gaps in your insurance plan, it's time to sign up for Medicare supplements. Let an experienced advisor from Financially Intact guide you through the selection process so you can be sure your health insurance needs are met. Choose from plans A, B, C, D, G, K, L, M and N.

Find out how Medicare supplements can give you the complete coverage you need. Make an appointment with an advisor in Longmont, CO today.



Make a plan today and live in peace tomorrow

No one likes to think about the grim reality of dying. But by purchasing small life insurance policies now, you can relax knowing your loved ones will be provided for in the future. An advisor from Financially Intact will help you navigate the world of small life insurance policies and put a solid plan in place.

Contact us now to schedule a consultation.

Sleep soundly knowing you're in good hands

Trying to manage your finances is a huge undertaking, but luckily you don’t have to do it alone. You can feel confident working with an advisor from Financially Intact because:

We have a reputation for being a reliable advisor.
We have over two decades of experience in the business.
We’ll do our best to help you keep your money in your own pocket.
We’ll help you make sound decisions for yourself and your loved ones.

Speak with a trusted Medicare supplement provider and life insurance provider in Longmont, CO about your finances. Call 303-776-0867 now to make an appointment.