Helping Our Clients Have Peace of Mind
Welcome to TheBuckeyeAdvisor.com! You’ve found the right place for an analysis of your unique situation from an expert with over 10 years experience in Medicare, health insurance and asset protection. You have questions. We have answers and effective solutions. Best of all, there is NO COST to you. It’s our fiduciary responsibility to act in the best interest of our clients.
OUR APPROACH
Communicate
The insurance & investment industries are highly regulated so we start with an introductory conversation during which we learn the facts about your unique situation. This process gives us the foundation for understanding what way(s) we can best assist our clients. We also ask and answer questions on Medicare, individual health insurance, life insurance, 401K/IRA rollovers & more!
Collaborate
Woody will then present options and compare monthly premiums (if any) as well as potential co-payments (if any) for each plan. Based on your financial situation, we then evaluate the pros and cons of each option to find the right fit for you. Remember, Medicare & individual healh plans and premiums can/will change each year and Woody will be there with annual reviews to make necessary changes! We also tailor investment strategies to minimize risk and maximize return in up and down markets.
Communicate
Our measure of success is to save our clients time, money, and frustration by providing initial and ongoing solutions. Plans will change over time but by having a knowledgeable expert on your side, we will be able to handle changes efficiently and always put you in charge of your health plan. Our investment clients receive quarterly phone calls to ensure current results are matching expectations & risk tolerance.
OUR TEAM
Woody Bowling
Licensed Agent
Registered Investment
Advisor Representative