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We’re excited to get you started on the path to reaching your financial goals. We look forward to hearing from you.

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Tell us about your insurance and retirement planning needs, and we’ll call you back to schedule an appointment.
You may also email or call us to make an appointment. Our general response time is one business day.

Reviews From our clients

Andrew provides exceptional service that one can trust. He’s personable, knowledgeable, and has provided dependable oversight of our Medicare options. We feel our family is in good hands with his expertise.

Andrew does a super good job explaining Medicare and the different plans and options. He spends all the time you need to understand and make a good decision for yourself. Highly recommend Andrew Bird at Financial Concepts.

We found Andrew to be Very pleasant and professional, plus he saved us lots of money for Great coverage . Very knowledgeable. Highly Recommend ! Thank’s Andrew!

Andrew was very knowledgeable, pleasant and helpful in reviewing our health insurance needs. If you have question regarding Medicare plans he is the go to person.

Andrew did a great job of explaining the health care options available to me. He was helpful in analyzing the best program from a cost benefit analysis.

Andrew, was very knowledgeable! He saved me money! I would highly recommend Financial concepts!

Andrew is very helpful and knowledgeable in Medicare plans. I highly recommend him.

Andrew is very knowledgeable and professional. He answers all your questions and provides solid advice.

Ron is very knowledgeable and wants to do what is best for his clients. Enjoy visiting with him on retirement planning.

Great service. Very knowledgeable about insurance. Entire staff friendly!

Andrew was knowledgeable and attentive to our questions and concerns.

Andrew is always so helpful.

Andrew is the Best!!!!

"Financial Concepts Retirement Planning, LLC got my wife and I on the right path. We didn't have life insurance or retirement funds and didn't know where to even begin. Now we both have peace of mind that if anything happens to us, or when we retire, we will be taken care of. We look forward to many more years of partnership with your company and are grateful, and thankful more than words can convey for your help."

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