David P. Schaeffer, Retirement Planner
David P. Schaeffer , CEOOur mission is to make selecting the most appropriate health insurance plan 1 23 Easy. We start with every plan available in your zip code. Not just five or ten plans, but EVERY single option available. In many cases that means considering over a hundred plans. Our process helps you narrow the choices to one or two plans in less that 15 minutes. You select from every company and plan offered in your zip code, not from a short list compiled by someone that does not even know your name. In our healthcare planning meeting we begin with what's most important, keeping your doctors, then we research every option available. Next we look at the plan benefits to keep your co-pays in check. The process is designed to look at all or your options across all brands to match your needs to a plan instead of you inconveniently changing your doctors and drugs to fit into a plan. We start with your needs, not a companies marketing plans or associations or affiliations. The end result is you will will discover a plan the most appropriately meets your needs not the other way around.
Howard A. Farkash Phoenix
Howard is a seasoned Retirement Planner with over 17 years of experience. When he is not helping clients with their Medicare and Social Security needs, he is helping them plan for their grandchildren’s education.
Dianna Harbaugh Gilbert & Mesa
Dianna is one of the most caring advisors you may ever meet. She plans for every contingency in our clients’ life, including long-term care, legacy, and lifelong income.
Sharon Colbert-Groves Scottsdale
Sharon plays a dual role. As a planner she helps clients select their Medicare plans. As our client care manager she reaches out to just about every one of our clients, just to say hi. Look forward to her cheerful call!
Our Scottsdale Main Office
David S. Edge Scottsdale
David Edge is one of our top advisors. He brings over 30 years of executive level experience in the financial services industry. When he is not helping clients plan for retirement, he is writing for our blogs, books, and radio show.