Focusing on Medicare health planning, asset protection, legacy planning, and voluntary benefits.
Insurance
Allstate Insurance – Frank Brannen
Prism Financial and Insurance Services
RIA-Registered Investment Advisor Representative & Insurance Specialist. Since 1984 I have focused on assisting my clients with the design and implementation of Tax Efficient Investment & Wealth Accumulation Strategies. Additionally, I have significant experience with risk management products such as Life Insurance (all products), Disability Income and Long-Term Care planning and policy design. Fiercely Independent and Carrier Agnostic!
Eagle Point State Farm
I’m not only here to help protect you from the unexpected, I’m here to help make our community a better place to live.
Serving Eagle Point and the Upper Rogue for over 15 years.