My process provides clarity.
During the last two decades, I designed a wholistic process to guide individuals and families in building, managing, protecting and transitioning wealth. Eschewing a “one-size-fits-all” philosophy, I approach each person’s management needs individually, gathering a carefully tailored team of professionals who work with me to formulate a comprehensive and customized wealth management plan for each situation. This collaboration allows me to implement a personalized plan and provide ongoing guidance and direction.
I begin by listening.
After fully understanding our client’s personal and financial goals, we roll-up our sleeves and go to work. We will study and analyze the current situation before we develop, model, and test various ways to meet the objectives. My process guides us to consistently render our judgments with care, skill, and caution on behalf of our clients.
My experience adds value.
I was raised to value hard work and maintaining a good reputation while growing up in the small west Texas town of Cisco. I continued my education at Texas A&M University earning a bachelor’s degree in Business Administration—focused in Finance. Additionally, for the last 20 years, I have eagerly continued to pursue advanced training and professional development that I bring to each client relationship.
Away from the office:
Our family enjoys outdoor activities such as camping and hiking. My wife, Rachel, teaches at a local high school. Our three kids, Ellie, Cade, and Jude are active in riding horses and Tae Kwon Do. We are active serving the community through our local church. With the remaining spare time, we raise registered Texas Blue Lacy game dogs.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.