Shawn's Personal Mission
Our founder, Shawn Klein, started this journey after watching his grandmother face crushing medical bills and bankruptcy. That experience shaped our mission to protect other families through honest Medicare and retirement guidance. Grounded in faith and integrity, we focus on education first, then solutions. Book a visit to hear Shawn's story and request your free copy of "64+."
Guided By Shared Values
Our licensed team brings together decades of Medicare and insurance experience, along with the belief that every client deserves patient, faith-filled guidance. We listen first, explain in plain language, and stay by your side with our concierge support. Schedule a friendly conversation to see how our values can support your health and retirement decisions.
Meet Your Trusted Insurance Guides
Get to know the licensed, caring advisors who walk beside you for the long haul.
Shawn Klein
Owner and CEO, walking beside you through complex Medicare and retirement decisions with faith, integrity, and decades of hard-earned experience, so you can move forward with confidence and peace.
Gabriel Petras
Licensed Medicare specialist who patiently walks you through side‑by‑side plan comparisons, answering questions and simplifying complex choices so your Medicare decisions feel clear, personalized, and worry‑free.
Michael Larson
Licensed agent, leadership coach, and family man who patiently connects your insurance choices to the life you're building - so your coverage supports your goals, values, and long-term security.
Rene Fuentes
Spanish-speaking agent serving Minnesota and Wisconsin seniors with patient, culturally aware support, making Medicare and health insurance choices feel clear, respectful, and personalized in every conversation.
Heartfelt, Personal Service Approach
Dedicated to personal guidance, prioritizing individual needs with empathy and expertise.
Reliable Concierge Service Support
Enjoy stress-free assistance with fast, reliable resolutions from our dedicated concierge service.
Comprehensive Educational Workshops
Empowering seniors with insightful workshops and personalized consultations for informed decisions.
Expertise In Medicare Solutions
Simplifying Medicare complexities with passion and tailored solutions focused on your security.
Trusted Community-Centric Guidance
Guiding our community with passion, ensuring every step is informed and stress-free.
Customized Insurance Solutions
Flexible insurance plans tailored to secure lifelong peace and reliable financial stability.