Your Time is Your Most Valuable Asset
To ensure every Lake Havasu neighbor receives the most efficient and focused service, my process begins with a scheduled 15-minute phone consultation.
Most questions regarding Medicare, Life Insurance, or Retirement can be resolved quickly over the phone. If your situation requires a deeper, in-person strategy session, we will coordinate a private appointment at my office (or through Zoom) in the Nomadic building once we have your initial details aligned.
Whether you're stopping by our Nomadic building office on McCulloch Blvd or calling from across the country, I am here to help. Our 15-minute phone consultations are the perfect starting point for clients in Havasu and nationwide.
Start Here: Schedule Your 15-Minute Discovery Call
Pick a time below for a brief introductory call. We’ll discuss your goals, answer your immediate questions, and determine the best next steps for your plan. Our consultations are 100% fee-free, with zero obligation. We are here to audit your risks and guide you through the paperwork.
Our Local Office
2119 McCulloch Blvd N
Lake Havasu City, AZ 86403
Located inside Nomadic Co-Work
Note: For the privacy and focused attention of our clients, all office consultations are held by appointment only following an initial phone review.
Still Feel Overwhelmed?
Let Jamie Call You.
Sometimes you just need a starting point without the stress of scheduling. If you aren't sure which plan you need or where to begin, simply fill out my brief Permission to Contact form. I will reach out to you directly for a no-pressure, 15-minute chat to help you get your bearings.
Your privacy is a priority. To protect you from unwanted solicitations, Medicare requires that you provide a 'Permission to Contact' before an agent can call you. By providing your name and contact information, you are giving permission for a licensed insurance agent to contact you by telephone, email, or mail to discuss Medicare Advantage, Prescription Drug Plans, or Medicare Supplement Insurance.