Definitive Financial & Insurance Services

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Hey Friends and Business Colleagues,As many of you know, I've been in the insurance industry my entire career and I have...
04/21/2026

Hey Friends and Business Colleagues,

As many of you know, I've been in the insurance industry my entire career and I haven't had a seminar yet - this will be my first one! This particular seminar will be about Medicare! For those you who are nearing Medicare eligibility, this will be a great educational opportunity to learn.

Feel free to drop in and bring a friend! Snacks and refreshments will be provided!

The first workshop is TOMORROW, April 21 from 2 p.m. - 4 p.m. at the Roseville Chamber of Commerce (parking is next door at Saugstad Park).
The second workshop is this FRIDAY, April 24 from 10 a.m. - 12 p.m. at the same location.

Hope to see you there!

If you're newly enrolled in Medicare or thinking about switching plans, it’s important to understand the Medicare Advant...
04/07/2026

If you're newly enrolled in Medicare or thinking about switching plans, it’s important to understand the Medicare Advantage trial right. Swipe through to learn more about this important period.

Have questions about this period or Medicare in general? Give us a call. We’re always here to help.

Real results. Real feedback. See what our customers have to say. P.S - We love our clients!!!
03/26/2026

Real results. Real feedback. See what our customers have to say. P.S - We love our clients!!!

With the plan year underway, are there any benefits that you wish you had added? This can happen as you settle into the ...
03/24/2026

With the plan year underway, are there any benefits that you wish you had added? This can happen as you settle into the year, and the good news is that you have solutions. Swipe to see some common health insurance add-ons, why they matter, and what they typically cover.

If you’d like help adding supplemental coverage to your existing portfolio, call our office, and we can compare options side by side and find the coverage that fits your needs.

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to...
03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Feeling extra lucky this St. Patrick’s Day 🍀 We couldn’t let the day pass without saying how grateful we are for the won...
03/17/2026

Feeling extra lucky this St. Patrick’s Day 🍀 We couldn’t let the day pass without saying how grateful we are for the wonderful clients who make our work so rewarding all year long.

Thank you for your trust, partnership, and support. Here’s to more success, good fortune, and plenty of reasons to celebrate ahead!

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The...
03/05/2026

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The good news amid all of that lost sleep? We will get an extra hour of light at the end of the day. As winter comes to a close, that’s something worth cheering!

Something else to celebrate? Getting your “ducks” in a row ahead of spring. Reach out if we can be of assistance!

March is Workplace Eye Wellness Month, and it’s the perfect time to consider how your benefits package supports employee...
03/03/2026

March is Workplace Eye Wellness Month, and it’s the perfect time to consider how your benefits package supports employee eye health.

Routine eye exams do more than just update a prescription for glasses. They can detect early signs of chronic conditions, such as diabetes and high blood pressure — making vision care a wise investment in your team's overall well-being.

Here are three ways to add or enhance vision coverage:

1️⃣ Group Vision Insurance – Comprehensive and commonly bundled with health or dental plans.
2️⃣ Vision Health Reimbursement Arrangements (HRAs) – A tax-advantaged way to reimburse employees for vision care.
3️⃣ Voluntary Vision Benefits – No employer contribution required; employees can opt in and save through group rates.

For big budgets and small budgets alike, there are vision coverage options available for employers. Want to explore the best fit for your team? Give us a call today.

During this month of love, we wanted to share a message from the heart: thank you ❤️ Whether you’re a client, profession...
02/12/2026

During this month of love, we wanted to share a message from the heart: thank you ❤️ Whether you’re a client, professional contact, or supporter, please know that you’re a big part of why we love what we do. We deeply appreciate the trust you’ve placed in us.

If you need assistance this month or at any time this year, please feel free to give us a call anytime. We’re here for you.

February is American Heart Month, a great opportunity to highlight how Medicare can help you look after your heart.Here ...
02/05/2026

February is American Heart Month, a great opportunity to highlight how Medicare can help you look after your heart.

Here are some key services covered by Original Medicare and Medicare Advantage:

❤️ Regular screenings - Original Medicare and Medicare Advantage cover blood tests for cholesterol and triglycerides every five years.
❤️ Smoking cessation aid - Both Original Medicare and Medicare Advantage cover counseling and cessation programs and medicines to help you quit smoking.
❤️ Attend cardiac rehab after a heart episode - If you’re on Original Medicare or Medicare Advantage, cardiac rehab is covered if you’ve had a heart attack, heart surgery, or another qualifying condition.
❤️ Schedule your wellness visit - Both Original Medicare and Medicare Advantage cover a yearly wellness visit at no cost.

Taking advantage of these services can help you keep your heart healthy for years to come. If you have any questions about your coverage or your annual checkup benefits, give us a call. We’re here to help you.

Whether you're here for the plays, the snacks, the halftime show, or all of the above, the biggest night in football has...
02/04/2026

Whether you're here for the plays, the snacks, the halftime show, or all of the above, the biggest night in football has something for everyone!

As we gear up for the biggest night in professional football, here’s hoping:

🏈 Your team shows up and shows out
🏈 Your dip lasts past the second quarter
🏈 Your remote stays exactly where you left it

If you need anything before or after the final whistle, don’t hesitate to reach out. Enjoy the game!

Understanding your policy now can save you from unexpected bills later. As a new year gets going, it’s a good idea to do...
01/27/2026

Understanding your policy now can save you from unexpected bills later. As a new year gets going, it’s a good idea to double-check your health insurance coverage. Here are three steps to consider:

📌 Know your deductible. Make sure you understand what you’ll need to pay before your insurance kicks in.
📌 Check what’s covered. Every plan is different, so it is important to know which services are included and which are not.
📌 Review out-of-pocket costs. Co-pays, coinsurance, and limits can add up quickly.

Have questions about your policy? Call our office! We’re here to help you start 2026 on the right note.

Address

Sacramento, CA

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Telephone

+19167014788

Website

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