Our Services

 

Individual Planning Services

You want to be ready for what comes next in your life. Whether you’re close to retirement or just starting out, we can help with a financial strategy that’s tailored to fit your needs right now and going forward.

 

Prepare for what's next: 

  • Getting married
  • Buying a home
  • Starting a family
  • Saving for college
  • Dealing with divorce
  • Living in retirement

Set realistic financial goals:

  • Maximizing retirement contributions
  • Eliminating debt
  • Investing for the future
  • Reviewing investments

Protect what matters most:

  • Income
  • Loved ones
  • Assets

Create your legacy:

  • Estate planning strategies
  • Charitable giving

 

Individual Life and Disability Insurance

Life and Disability insurances are essential to help in protecting incomes, loved ones, and assets from unpredictable risks. With protection in place, we can help your build your financial strategies with confidence.
Like most Americans, income is needed to live day-to-day. There may be little or no money left after a premature death or disabling injury or illness.  We can help customize solutions to fit your family’s needs shopping your options to our many carrier partners to find the best offer available. 
 

Individual Health Insurance

Buying health insurance can be complicated. And, let's face it, medical treatments aren't cheap. Without health insurance you could end up paying off medical bills for the rest of your life.

  • An individual plan can cover just one person, or it can cover a family.
  • Health plans can be purchased through a State or Federal health insurance marketplace (on-exchange) or they can be purchased directly from a private insurance company (off-exchange).

 

These plans are typically a solution for individuals who are not offered health insurance through employment, do not qualify for Medical Assistance, and are not eligible for Medicare. For those in retirement, but not quite ready for Medicare yet, Individual/Family Plans can bridge the coverage gap until Medicare eligibility.

Our team is here to assist with all stages of planning and enrollment into Individual and Family plans.  We take pride in comparing all options available to each individual based on their unique situation. Northwoods Financial Stratiegies can help you find an affordable healthcare plan that’s right for you. 

 

Offering Individual Health Insurance products is an outside endeavor Amy Meyer is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.

*Amy Meyer is not connected to the Federal Medicare Program. This is a solicitation for insurance. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800- MEDICARE to get information on all of your options.