Preserving Retirement Assets & Building Family Legacies
Preserving Retirement Assets & Building Family Legacies
President
Steve Burgett is a retired educator after 32 years as a teacher and principal in
Des Moines, Urbandale,
and Johnston
and supervisor of instruction
at Simpson College.
Steve has over 20 years experience in insurance and financial services. He has Medicare's National AHIP Certification and helps clients with their Medicare, insurance, and retirement decisions.
Steve enjoys riding the
bike trails of central Iowa
and making natural
homemade soaps.
Marketing Director
Esther Burgett is a retired educator after 44 years of teaching in Urbandale
where she was named
"Teacher of the Year".
Esther volunteers at
Terrace Hill, Plymouth Church, and the Des Moines Women's Club, along with working at the Des Moines Civic Center, the Temple for Performing Arts, and the Metropolitan Opera.
Esther enjoys gardening, traveling, making very healthy salads, and spending time with our three granddaughters and
our Labradoodle "Sadie".
To better serve our clients
we partner with these quality
companies and associations:
AARP
Aetna CVS
AF Financial
Allianz Life
Athene
BlueCross BlueShield
Heartland Financial Group
Iowa Bankers Insurance
Iowa Wealth Management
Mutual of Omaha
Physicians Mutual
The Medicare CENTER
United Healthcare
Vivid Tax & Wealth Advisors
Wellmark BCBS
CMS Required Medicare Disclosure:
Not all Medicare plans are available in all states and counties.
we CURRENTLY represent 9 organizations in multiple states offering 75 Medicare plans
including medicare supplements, advantage plans, prescription drug plans, and special needs plans.
You may contact Medicare.gov or Iowa SHIIP for additional information.
please CONTACT US THROUGH OUR "CONTACT US" PAGE.
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