Schedule a Free Consultation 928-600-6991
Schedule a Free Consultation 928-600-6991
Senior HealthPlan Services is a division of Northland Financial LLC, an independent agency for insurance plans that work with Medicare. We have a deep commitment to the local community and economy with the intention of helping families and individuals save money on insurance premiums while protecting themselves from devastating medical bills.
Joel specializes in helping and educating the public on planning their retirement and managing risks. He assists individuals with retirement income planning, Medicare, Social Security, life insurance, IRAs, and asset management. Joel is a certified National Social Security Advisor as well as a Chartered Retirement Planning Counselor.
Joel specializes in helping and educating the public on planning their retirement and managing risks. He assists individuals with retirement income planning, Medicare, Social Security, life insurance, IRAs, and asset management. Joel is a certified National Social Security Advisor as well as a Chartered Retirement Planning Counselor. He holds a Series 65 securities license as well as life, health, property, and casualty insurance licenses and is a registered Investment Advisor Representative under Simplicity Wealth, LLC.. Joel holds a deep commitment to service, communication and integrity.
Spencer has been in the financial industry since 2001. He currently specializes in retirement income planning, Medicare, and Long-Term Care at Northland Financial. Additionally, Spencer has over 10 years experience providing training and education to adults in the community. He is a Chartered Long-Term Care Counselor and AHIP certified
Spencer has been in the financial industry since 2001. He currently specializes in retirement income planning, Medicare, and Long-Term Care at Northland Financial. Additionally, Spencer has over 10 years experience providing training and education to adults in the community. He is a Chartered Long-Term Care Counselor and AHIP certified for Medicare plans. His experience and dedication make an ideal combination for clients looking to achieve their retirement goals.
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