Plan for Better Health and Sweet Retirement

Our expertise lies in the optimization of social security benefits, Medicare guidance, and comprehensive financial planning.

SPECIALIZATIONS

Let us tend to your every need.

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Social Security Maximization

Do you want to get the most from your contributions to Social Security?

Yes I Do
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Medicare

How do you know if you chose the plan that works for you?

Show Me How
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Financial Planning

Is your current financial plan outdated or nonexistent?

Let's Upgrade Today

**  Starting on October 15th **

Open Enrollment

Don't wait until it's too late. Let us help you find the right Medicare package for you.

Schedule Appointment

See What Our Clients Say About Us

Brett S

I needed more Life insurance and was considering a Variable annuity policy, and Josh & Green Bee came highly recommended by one of my colleagues. Josh was excellent. He educated me on my options, and I found him to be consultative, compassionate, and a genuine professional—overall, just the right person for my family's insurance needs.

David D

A pleasure to do business with. I will even recommend Josh to my children for their insurance needs. A true professional.

Daniel F

Josh in an outstanding advisor to work with. I would highly recommend him to anyone interested in reviewing their insurances

Professional, Knowledgeable, and Helpful

We are dedicated to making sure our clients have a financially secure retirement. We work hard to give them the best Medicare coverage possible, and we also help them make the most of their benefits and plan for their future.

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