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Patti Fagan Financial & Insurance Services

2100 Garden Road, Suite C307
Monterey, CA 93940
Phone:
  • (831) 641-7127
Fax:
  • (408) 317-1865

Free Download: Making Sense of Medicare Guide

Let's face it, Medicare is confusing! But not to worry, I've got you covered with my new easy-to-understand guide, which walks you through your initial choices with Medicare.

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Contact Us

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Women, Healthcare & Retirement

Helping women create a financially secure future.

Experts tell us that healthcare costs will be the biggest expense in retirement. Since women already face unique financial challenges in retirement, I’m extremely passionate about helping you secure the best healthcare coverage possible.

I’ve worked in the financial & insurance services for the last 12 years, specializing in retirement planning for women and school teachers. Statistically women outlive men, which means their money needs to go farther in retirement. Hence the need for good healthcare coverage.

 

Are you a school teacher or educational professional?
Need help with STRS or 403b options? Learn more here...

 

Turning 65? When it comes to Medicare, you have choices

If you find Medicare confusing, you're not alone. As my clients reach age 65 – the Medicare-eligible age –  they tend to feel overwhelmed trying to make sense of it all on their own.

As your independent healthcare resource, I can simply the process for you. I offer Medicare insurance solutions from all the top-rated private insurance companies. As an indenpendent insurance agent, I work for you, not the insurance company. So you're guaranteed to get the best possible plan for your unique situation. My services are free to you, and there's no obligation if you would like a quote.

As an independent agent, it's my job to make Medicare as easy as possible for you.

 

 

A woman who was 65 in 2017 would need $95,000 to have a 50% chance of being able to pay for healthcare costs if she had median prescription drug expenditures.

~Employee Benefit Research Institute

 

 

Eighty to 90% of all women will be solely responsible for their finances at some point in their lives.

~Nat'l Center for Women & Retirement Research

 

Visit my financial coaching website where I blog about Women, Money and Retirement: MontereyMoneyCoach.com

 

CONNECT WITH PATTI:

Phone: (831) 641-7127

FAX: (403) 317-1865

Email: patti@pattifagan.com