Advisor: David Edge | Office: Scottsdale “My mom recently moved to my home and it was almost the end of the month. The office was able to get us in very soon so we can change the insurance and be covered for the next month. David and Sharon were both very...
Advisor: David Schaeffer | Office: Scottsdale “David was well prepared for our meeting, his notes from our previous meeting very very accurate. David is the most knowledgeable advisor related to Medicare we could ever imagine meeting with. He has the most up to...
Making Changes… Most folks don’t think about the cause and effect of making changes to your address, phone number, banking account, etc. But…..making these type changes without notifying the proper authority can have some negative results. Example 1: You change...
