Smart, Stress-Free Retirement Planning

Medicare and Retirement Made Simple

Jim Gateley Independent Agent

Jim made understanding my Medicare and retirement options simple and stress-free. I highly recommend his clear guidance and support ...

Pastor David W.

Medicare and Retirement Simplified

Your retirement planning should be for exploring possibilities and making the best choices. We help you navigate your Medicare options and build income streams you can count on--with straightforward guidance and proven solutions.

a couple of people that are looking at the water
a couple of people that are looking at the water

Medicare Made Simple

Medicare feels like a jungle, especially in the beginning. We provide clear information about your Medicare options.

Medicare Advantage Plans
A healthcare professional in a white coat administers an injection to an older woman who is smiling. The woman is wearing glasses and earrings, and they are both focused on the procedure.
A healthcare professional in a white coat administers an injection to an older woman who is smiling. The woman is wearing glasses and earrings, and they are both focused on the procedure.

Learn the pros and cons of Medicare Advantage plans and how they work.

black and silver stethoscope on white surface
black and silver stethoscope on white surface
a man and a woman standing next to each other
a man and a woman standing next to each other
Medicare Supplement Plans

Explore the extra costs and benefits that come with Medicare supplement plans.

Tell your savings and assets how you want them to work for you in retirement.

Retirement Income
man in blue long sleeve shirt and black pants playing golf during daytime

Hi Jim! Thanks for all you have done for us and the people we refer to you. Everyone just thinks you are wonderful.

Debbie S.

A vibrant red card with the word 'HEALTH' prominently displayed in black text, accompanied by smaller text indicating the number 09 (77) and phrases such as '77 HUMAN NEEDS' and '(physical)' at the top. The background consists of intersecting areas of blue and gray-green color.
A vibrant red card with the word 'HEALTH' prominently displayed in black text, accompanied by smaller text indicating the number 09 (77) and phrases such as '77 HUMAN NEEDS' and '(physical)' at the top. The background consists of intersecting areas of blue and gray-green color.

Jim was very clear and straightforward. He had my best interests in mind and never pressured me into anything.

Ken C.

A close-up of a wrist adorned with a medical alert bracelet. The bracelet is chain-linked with a prominent metallic plate featuring a red medical symbol and the words 'Medic Alert' engraved on it. The background is composed of blurred, warm-toned lights, enhancing the focus on the bracelet.
A close-up of a wrist adorned with a medical alert bracelet. The bracelet is chain-linked with a prominent metallic plate featuring a red medical symbol and the words 'Medic Alert' engraved on it. The background is composed of blurred, warm-toned lights, enhancing the focus on the bracelet.
★★★★★
★★★★★
man in blue long sleeve shirt and black pants playing golf during daytime

They were a pleasure to work with.

Janice R

A vibrant red card with the word 'HEALTH' prominently displayed in black text, accompanied by smaller text indicating the number 09 (77) and phrases such as '77 HUMAN NEEDS' and '(physical)' at the top. The background consists of intersecting areas of blue and gray-green color.
A vibrant red card with the word 'HEALTH' prominently displayed in black text, accompanied by smaller text indicating the number 09 (77) and phrases such as '77 HUMAN NEEDS' and '(physical)' at the top. The background consists of intersecting areas of blue and gray-green color.

Thanks again Jim for your valuable help.

Don H.

A close-up of a wrist adorned with a medical alert bracelet. The bracelet is chain-linked with a prominent metallic plate featuring a red medical symbol and the words 'Medic Alert' engraved on it. The background is composed of blurred, warm-toned lights, enhancing the focus on the bracelet.
A close-up of a wrist adorned with a medical alert bracelet. The bracelet is chain-linked with a prominent metallic plate featuring a red medical symbol and the words 'Medic Alert' engraved on it. The background is composed of blurred, warm-toned lights, enhancing the focus on the bracelet.
★★★★★
★★★★★
man in blue long sleeve shirt and black pants playing golf during daytime

Thanks Jim!! You are doing a terrific job for me and if there is any way I can recommend you to others (friends & family) I will do so. All the best!.

Henry S.

A vibrant red card with the word 'HEALTH' prominently displayed in black text, accompanied by smaller text indicating the number 09 (77) and phrases such as '77 HUMAN NEEDS' and '(physical)' at the top. The background consists of intersecting areas of blue and gray-green color.
A vibrant red card with the word 'HEALTH' prominently displayed in black text, accompanied by smaller text indicating the number 09 (77) and phrases such as '77 HUMAN NEEDS' and '(physical)' at the top. The background consists of intersecting areas of blue and gray-green color.

Hi, Jim, I am still so pleased with my supplemental plan. This year I have had a total knee replacement and some other issues. All claims have been handled so efficiently and correctly. Thanks again for steering me in the right direction

Irene H.

A close-up of a wrist adorned with a medical alert bracelet. The bracelet is chain-linked with a prominent metallic plate featuring a red medical symbol and the words 'Medic Alert' engraved on it. The background is composed of blurred, warm-toned lights, enhancing the focus on the bracelet.
A close-up of a wrist adorned with a medical alert bracelet. The bracelet is chain-linked with a prominent metallic plate featuring a red medical symbol and the words 'Medic Alert' engraved on it. The background is composed of blurred, warm-toned lights, enhancing the focus on the bracelet.
★★★★★
★★★★★

Contact Us

woman injecting syringe on mans arm
woman injecting syringe on mans arm

We're here to answer your questions.