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Financial Services
Our Team
Medicare
Events
Resources
Refer
Who’s Not a Fit
Schedule a Meeting

We can help you navigate the Medicare maze.

Why make these decisions alone?

There's more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.

Let us be your guide.

At theproactiveinvestor, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that's designed to answer some of Medicare's most pressing questions, such as:

How could my income affect my monthly Medicare premiums?
Do I need to sign up for Medicare Part A and B if I'm still working?
How can private insurance help me with the costs of Medicare?
How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Ready to begin your Medicare journey?

Fill out the information below to have a licensed insurance agent contact you about your options.

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Do you currently have a Medicare Supplement policy or Medicare Advantage plan?
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Message
By clicking “Submit Form” you are agreeing to the following statements:
1. I acknowledge and understand that neither theproactiveinvestor nor Advisors Excel, LLC or any of their respective representatives are affiliated with Medicare, CMS or any government agencies.
2. I give my written consent for representatives of theproactiveinvestor, , and/or Advisors Excel, LLC, 2950 SW McClure Rd, Topeka KS 66614 to contact me about Medicare via any of the contact information I have provided in this form.
3. I hereby request a Medicare quote. I acknowledge and understand that I will be contacted by a licensed insurance sales agent regarding the purchase of a Medicare Supplement policy and/or a Medicare Advantage plan.
4. Coverage purchased after initial enrollment period are subject to eligibility requirements. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer.
5. 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.
6. By providing the information above, I grant permission for licensed insurance agent, theproactiveinvestor, to call or email me regarding my Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.

Insurance products are offered through the insurance business The Proactive Investor. The Proactive Investor is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by The Proactive Investor are not subject to Investment Advisor requirements. AEWM and The Proactive Investor are not affiliated companies. The Proactive Investor is not affiliated with the U.S. government or the federal Medicare program. By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Contact Us

Phone: 704.557.0659
Email: Justin@theproactiveinvestor.com
Our Office: 325 Matthews Mint Hill Rd Suite 112 Matthews, NC 28105

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Disclosures

1897456 - 8/23

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

The Proactive Investor, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither The Proactive Investor nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio. 1897456 - 8/23

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