In this ⚡fast-paced video⚡ you will learn about:
Watch Now or Later!
Don't Fear Medicare
Learn how to navigate your choices
At Prism Planning Partners, we help you come up with a way to reach your quantitative goals. But, going beyond the facts and figures, we serve as your financial life planners. In fact, our defined process helps you communicate your values and goals to us clearly and succinctly.
Nicole Sullivan, CFP®, RMA® is co-founder and director of financial planning of Prism Planning Partners. Prior to founding Prism Planning Partners, Nicole worked as a financial planner, specializing in providing financial planning and investment advice to a high net worth clientele.
Nate Rubenstein founded Midwest Medicare Advisors because of his passion to help people make the right health insurance decisions based on their individual needs.