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Schedule an Appointment

Holistic Retirement Planning Centered Around You

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What We Offer

Solutions Designed For You

Medicare Guidance
1

Medicare Guidance

We take a holistic approach to your Medicare and supplemental plan needs.

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Life Insurance
2

Life Insurance

We view life insurance as a versatile tool for financial planning.

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Retirement Planning
3

Retirement Planning

We take a holistic approach to your Medicare and supplemental plan needs.

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estate planning

10 +

Years Of Experience
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Lifetime Income Strategies

About Company

Discover Our Commitment to Your Retirement Success

We make reaching your retirement goals a reality by using a step-by-step collaborative process with you that takes into account insurance and lifetime income solutions.

  • Fiduciaries
  • Custom-Tailored Insurance Plans
  • Safe, Secure Retirement Solutions
Let’s Get Started
Need Help?
1-855-772-2428
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450 +

Happy Clients

Experienced

Team of Professionals

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98 %

Client Satisfaction
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10 +

Years of Experience

Medicare made easy

Worry Free Medicare Plan Guidance Based On Your Needs

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Parts of Medicare

Learn the cost of each part of Medicare and how each part of Medicare works together for comprehensive coverage.

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Medicare Supplements

Medicare coverage with no networks with limited comprehensive coverage for home health and long-term care.

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Medicare Advantage

Affordable all-in-one Medicare plans with Part D coverage, dental, vision, hearing, OTC and gym memberships.

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Medicare Part D

Medicare prescription drug coverage meant to be paired with Original Medicare or Original Medicare and a supplement.

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Customized Medicare Plans Tailored To You.
Medicare Solutions

Our Medicare Advantage partners

Our Health Plan Partners

Group 59
Group 58
Group 57
Group 56
Group 60
Group 55
Group 54

Clients Testimonials

Our Customers Love Us

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““Thank you Danny Knelson for helping us with our needs concerning Medicare and explaining in detail the many supplements! We appreciate your professional help and calming personality from start to finish-and especially for your patience! We will be talking with you again soon!” “

Tim M.

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““I met Danny in a meeting where he did a presentation for a group of Seniors in my Retirement Community. I contacted him about a new Medicare Supplement and new Part D drug plan. When he came, he was very prompt and handed himself professionally, yet made me feel very at ease. Danny made it all very easy. I would recommend him to any of my friends that need help with Medicare Supplement or Part D insurance help in the future. It is so nice to have someone you trust to be there for you at my age. I feel he is not just my agent; he is my friend.” “

Julia S.

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““Thank you Danny Knelson for helping us with our needs concerning Medicare and explaining in detail the many supplements! We appreciate your professional help and calming personality from start to finish-and especially for your patience! We will be talking with you again soon!” “

Amanda B.

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“If you’re switching health insurance or just need extra coverage, I highly recommend contacting Knelson Financial. I made an appointment with Danny and he explained Part A, and Part B Medicare coverage, found us a Part D prescription plan, and because we wanted additional coverage, he set us up with a supplemental policy that covers everything Medicare doesn’t.  “

Troy T.

Latest News & Blog

Read Our Latest Articles

The Inflation Reduction Act and It’s Impact on Medicare Part D for 2025
Comments Off on The Inflation Reduction Act and It’s Impact on Medicare Part D for 2025

The Inflation Reduction Act and It’s Impact on Medicare Part D for 2025

Danny Knelson Danny Knelson
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Money in Retirement: Will You Have Enough?
Comments Off on Money in Retirement: Will You Have Enough?

Money in Retirement: Will You Have Enough?

When people think about retirement, they often say their biggest worry is outliving their retirement…

Danny Knelson Danny Knelson
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Medicare Extra Help and Low-Income Subsidy: What It Is, Qualifications and Change In Status
Comments Off on Medicare Extra Help and Low-Income Subsidy: What It Is, Qualifications and Change In Status

Medicare Extra Help and Low-Income Subsidy: What It Is, Qualifications and Change In Status

Medicare Extra Help or the Medicare Savings Program, as it's sometimes called, is a great…

Danny Knelson Danny Knelson
Read More