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HELPFUL RESOURCES
Healthcare
Online Event(a non-government educational event)
Medicare Made 123Easy
Struggling with your healthcare options?
Get the information you need to turn off those pesky Medicare commercials. Join our upcoming virtual workshop! Toss out those annoying mailers and outsmart those Medicare call centers with our FREE Medicare workshop!
FRIDAY
April 12, 2024 @ 9:00 AM (PST)
Join us
ONLINE via Zoom™️
FREE NEWSLETTER
THE AMERICAN RETIREMENT ADVISORÂ
The American Retirement Advisor, is full of wonderful success stories, tips for your good health, and as always, the best interest rates available for safe and secure savings.
Link to download the current edition
Monthly Newsletter
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Retirement Income
Free Event
FREE NEWSLETTER
THE AMERICAN RETIREMENT ADVISORÂ
The American Retirement Advisor, is full of wonderful success stories, tips for your good health, and as always, the best interest rates available for safe and secure savings.
Link to download the current edition
 We hate spam too and promise to keep your email safe.
Long-Term Care
Free Download
Special Report: Long-Term Care
Waiting, could mean leaving the burden of Long-Term Care to your children. How to avoid the cost, care, and emotional distress that comes when helping a loved one through a long-term care event without a plan.
FREE NEWSLETTER
THE AMERICAN RETIREMENT ADVISORÂ
The American Retirement Advisor, is full of wonderful success stories, tips for your good health, and as always, the best interest rates available for safe and secure savings.
Link to download the current edition
Monthly Newsletter
 We hate spam too and promise to keep your email safe.
Estate Planning
DISCOVERY MEETING
Let's talk:
During our personalized estate planning sessions, we'll navigate the essentials, from crafting wills and trusts to streamline tax planning and probate avoidance. We understand the importance of healthcare directives, real estate transfers, life insurance, and end-of-life planning. More than that, we're here to tailor inheritance directives that respect your values and goals.
Want to hear what other retirees likeÂ
yourself have to say about us?
Janie J. - Las Vegas, NV
 “Sound advice for your retirement.”
Richard L. - Las Vegas, NV
“I was newly retired and didn’t really understand how these things work”
“Always immediate response! I can’t say enough.”
Mr. and Mrs. C. - Las Vegas, NV
“Getting our finances together... So we can retire and even retire a little early.”
40 years
Helping Retirees
Marc flourished for many years as a commercial photographer before joining his father’s booming business in the insurance industry back in 1987. An opportunity to provide financial guidance to people came with a relocation to Las Vegas in 2001. As the regional manager, he oversaw Estate, Business & Retirement planning for The Hartford.
There he offered financial guidance to companies like MGM Resorts, Las Vegas Metro Police, Southwest Airlines, and Clark County School District, just to name a few.
A chance reunion with college roommate David Schaeffer propelled Marc’s career forward when he saw an opportunity to help people in a more uniquely unbiased manner and was dedicated to listening to people’s needs – not limiting them to carrier-branded sales. He joined American Retirement Advisors with his 35+ years of healthcare and finance knowledge to create a confident solution-driven experience for our clients.
Marc says, “There is no one size fits all approach. To be a fiduciary, we must have all the solutions to best help our clients.”
Marc can’t wait to answer your questions and meet during your free 90-minute visit!
Things to Know
Frequently Asked Questions
IS THERE A FEE TO MEET WITH MARC?
Never, We don’t charge a fee to meet because we are not salespeople. We are here to provide fiduciary level planning and guidance.
HOW CAN I REGISTER FOR A WORKSHOP?
You can always visit our main website www.AmericanRetire.com and click "123EasyWorkshops" you will see a drop down for all of our most current workshops.Â
"Medicare Made 123Easy" & "Retirement Readiness" workshops are both offered monthly.
You can attend LIVE from your couch at home, or on the go wherever there is a stable internet connection.
HOW CAN I REQUEST AN APPOINTMENT WITH YOU?
Simple answer is however you feel the most conformable.
Text/Call:
Email our office manager: judi@americanretire.com
Or send us a request using the button linked on this page above.
WHEN SHOULD I BEGIN PLANNING
As soon as possible!
Our firm is dedicated to preserving wealth, and generating income, meaning we specialize helping folks 50+ start planning for the distribution phase of retirement.Â
That being said, no matter what your age, information is knowledge, and preparation is key to creating future financial confidence. Be our guest at an upcoming workshop, or book an appointment with me. I am happy to help.
HOW LONG IS A MEETING?
Our meetings are structured to get to know you and introduce you to our strategies. Most meetings are held in an hour, but we might meet several times depending on what square of the healthcare and retirement journey you are preparing for.
HOW ARE YOU COMPENSATED?
It depends on the product. In the Medicare space, we are paid by the insruance company of whichever plan or plans you choose to enroll in. Not you. Ever. In the other portions of the retirement space, each product has its own compensation structure. The good news is all of this is information we share with you during the process. No part of our compensation is hidden or private. In fact, we are legally obligated to show you down the penny. Best part is every meeting with us is FREE of charge. So you are never pressured in to "investing" a dime you are not 100% sure is the right answer for you and your needs.Â
WILL WE BE SOLD ANYTHING AT A WORKSHOP?
Absolutely not! The workshops are informational only.
Offices
Scottsdale, AZ
8501 E. Princess Dr
Suite #210
Scottsdale, AZ 85255
Las Vegas, NV
8072 W. Sahara Ave.
Suite #A
Las Vegas, NV 89117
Mesa, AZ
4140 E. Baseline Road
Suite #101
Mesa, AZ 85206
Design/Engineering
Amesbury, MA
Give us a call!Nationwide:
Scottsdale Headquarters
Disclaimer(s):Â
123EasyMedicare and its affiliated entities are not connected or endorsed by Village Medical.
 Medical services are provided by affiliates of Village Medical Management, LLC. Providers and staff are employees and/or agents of Village Medical Management, LLC or its affiliates; they are not employees or agents of Walgreens.
This website is not connected with or endorsed by the U.S. government or the federal Medicare program. 123EasyMedicare.com is a non-government resource. While we make it a point to get licensed and appointed with EVERY company available in our geographic area it is possible that some companies do not allow brokers like ourselves to be contracted to sell a particular plan, while we will show you these plans as part of our meeting process, CMS is requiring that we put the following disclaimer on our website. "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."