Jim and his staff work with Business Owners and Oklahoma Municipal Governments to help them find and buy affordable health insurance plans for their employees. Jim Has been helping Oklahoma business owners save money with their employee benefits since 1985.
Besides working with Business Owners, Jim also, helps people with their Social Security Planning and Medicare Planning. He will explain these Governmental Agencies to you and how to make wise choices with each. Jim provides solutions to the gaps of Medicare benefits. Which are: Part A, B, C, and D. He can help you determine how to not, outlive your income. And, He can show you how to pay for Long Term Health Care and where to find affordable Home Health Care Insurance.
Jim is an Investment Advisor Representative with over 33 years of experience in the financial services industry. Jim provides financial products and services that are generally fee based to individuals. Jim represents a variety of insurance companies, investment companies, pension companies and money managers. Jim's focus is for his client's needs and wishes matched to the best products, the best services and the lowest expense. Wealth Management is just one of Jim's many services. He knows how to help people plan for their retirement income and help them to protect their wealth. He educates people on how to protect their assets, their health and their incomes.
Jims favorite quotes are: Health Buys, Money Pays and Money Never Sleeps.
Jim will take the long view of life and helping people to make wise choices for themselves and their families. Jim's Mission: Is to value your goals and protect your needs through professional guidance and integrity.
Jim is an active member of the NAIFA, and the OKC Health Underwriter Association. Jim is an Advisory Board Member for the UCO College of Business.
Dana is the Employee Benefits Manager and Personal Insurance Manager for Benchmark Financial Group, Inc. Dana helps Business Owners secure competitive employee benefits. She carefully evaluates premiums, benefits and insurance services for employers. Quality employee benefits can help boost company morale and improve productivity. Some benefits are available at no cost to the employer.
Besides working with Business Owners, Dana helps people with their Social Security Planning and Medicare Planning. She will explain these Governmental Agencies to you and how to make wise choices with each. Dana provides solutions to the gaps of Medicare benefits. Which are: Part A, B, C, and D. She can help you determine how to not outlive your income, how to pay for Long Term Health Care and to find affordable Home Health Care Insurance.
Dana looks for long term implications, based on short term decisions. Dana can help you analyze your employee benefit needs and personal insurance needs.
Dana is a Board member of the Oklahoma City Health Association, were she is the recording secretary.
Dana is a member of the National Associational of Independent financial advisors. (NAIFA) Dana serves as Sergeant of Arms for the Executive Women’s International Oklahoma City Board.