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Schedule an Appointment

Holistic Retirement Planning Centered Around You

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What We Offer

Solutions Designed For You

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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
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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

Indexed Universal Life Insurance Policies: What You Need To Know
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I want to discuss something with you that I have seen over the past several…

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Medicare Advantage Exposed: What The Commercials Don’t Tell You
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Medicare Advantage Exposed: What The Commercials Don’t Tell You

Who has seen those commercials about Medicare Advantage saying you can get your Part B…

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Choosing a Medicare Supplement? This is What You Should Consider
Comments Off on Choosing a Medicare Supplement? This is What You Should Consider

Choosing a Medicare Supplement? This is What You Should Consider

Whether you’re new to Medicare or thinking about switching your plan to save money, ...

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