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You can review interesting Flipbooks on my site.

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You can review interesting calculators on my site.

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Jeffrey Wheeler, MA, CRPC, CFP®
Financial Planner

Planning Today for Tomorrow

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Medicare Initial/Special Enrollment

If you are approaching your 65th birthday or about to retire, now is the time to explore Medicare supplemental coverage and lock in your guaranteed issue status.  We are authorized to offer AARP Medicare Supplemental Insurance plans.