Brian’s 15 years of experience makes him our team lead! licensed to help you with every line of business (CLTC, Life and Health, AHIP) allowing Brian to focus on what we call the three main pillars of retirement: 1) Financial Solutions & Tax Planning, 2) Life Insurance & Legacy, & 3) Health Ins. & Medicare. Brian will work closely with you to ensure you have the right foundation for your retirement!
Alecia’s years of experience makes her a great asset to our clients in care planning! Alecia has her Certification for Long-Term Care (CLTC) Specializing in providing asset-based LTC case designs, asset protection, and coverages such as Medicare Coverage Options and health ins. for clients under 65.
Heather is the head of our new business team! Heather assists with life & annuity case management, client communications, new business processing, scheduling, contracting, and claims. Heather is also our team lead for client and company events.
Licensed to help you with every line of business as well (CLTC, Life and Health, Series 66). Experience, knowledge, and dedication to our client’s success. Karl provides strategies that help with 401(k) & Pension planning in addition to advanced estate and business planning.
We are not connected with or endorsed by the United States government or the federal Medicare program. 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 your options. American Family Solutions is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.