top of page
A business meeting

PROTECTION AS
UNIQUE AS YOU

Find the right fit for your life. (Whole title needs fixing)

SERVICES

Customized strategy sessions and plans designed to help you retire with confidence.  Safe, proven methods that can protect your hard-earned investments during retirement.

Blah Blah Blah something important about estate planning. Make sure to plan for your estate before your estate plans for you. I am Mr. Estate Will and Trust blah blah random jargon.

Do you want to eliminate debt? Of course you do. Nobody likes debt because debt is doo doo bad. Boo debt. Eliminate debt today. For FREE!!

​

Personal or group education on Medicare benefits.  Multiple plan carriers across all plan types.  Ongoing, personalized support for claims, adjustments, and cost controls.

Personalized final expense planning with over 30 carriers to choose from.  Multiple lines of life insurance ranging from final expense coverage to debt elimination to asset accumulation.

Financial Advisor and Planner

Untitled design (6) (1)_edited.png

Retirement and Estate Planning

Untitled design (6) (1)_edited.png

Licensed Insurance Professional

Untitled design (6) (1)_edited.png

Client-focused, trustworthy, and reliable

Untitled design (6) (1)_edited.png

Personalized, long-term financial strategies

Untitled design (6) (1)_edited.png
Clients

TESTIMONIALS

Jonathan Carroll is a very knowledgeable and competent insurance agent! He has helped us navigate the myriad choices of supplemental health insurance for many years.  His expertise has served us well and we have been very happy with our coverage.  He is responsive to our questions and explains the policies in an understandable way.  We’ve recommended Jonathan to others because of his professional service to us. 

John and Julie Blakeslee

Contact

CONTACT

Thanks for submitting!

bottom of page