What We Offer
Retirement Planning for Knoxville Neighbors
Medicare, investments, and insurance, one local team, with options from multiple companies, not just one.
Medicare Planning
Medicare can be confusing, especially when you first qualify or when your health needs change. We sit down with you one-on-one to walk through your options in plain language, so you can feel confident about your coverage.
- Medicare Supplement (Medigap) Plans, Compare options from multiple carriers to help fill the gaps that Original Medicare doesn’t cover.
- Medicare Advantage Plans, Review local plan networks and extra benefits so you know how your care will work in real life.
- Personal help comparing & enrolling, We walk you step-by-step through your choices and enrollment, making sure your doctors and prescriptions are all considered.
We review your coverage each year during the Annual Enrollment Period, so your plan keeps up with your life and health.
Financial Planning & Investments
Your retirement savings should support the life you want in Knoxville and beyond. Our team helps you build a plan that balances growth, income, and protection, based on where you are today and what you hope to do in the years ahead.
- Experienced financial advisors, Work with a local team that understands retirement issues, Social Security, taxes, and income planning for East Tennessee retirees.
- Retirement income planning, Turn your savings into a reliable paycheck in retirement, with a plan for market ups and downs.
- Annuities, Explore how fixed and indexed annuities may fit into your overall retirement income strategy.
Life Insurance & Protection
Protecting the people and plans you care about most is a key part of retirement. We help you review what you already have, identify any gaps, and choose coverage that fits your stage of life.
- Life insurance for every stage of retirement, From paying off a mortgage to leaving a legacy, we help you right-size your coverage as your needs change.
- Burial & final expense coverage, Policies designed to help loved ones handle funeral and final bills without added financial stress.
- Short-term care (STC) insurance, Coverage that can help with the cost of in-home care or a short stay in a facility after an illness or injury.
- Long-term care (LTC) insurance, Options to help protect your savings if you or your spouse ever need extended care at home or in a facility.
Before you call
Questions People Ask About Working With Us
What happens at the first meeting?
We look at what you have now, your doctors, your prescriptions and your budget. Nothing is sold. You leave with a comparison and no obligation to act on it.
What does it cost?
Nothing. We are paid by the plan you choose, at the same premium you would pay enrolling on your own, so using us never costs you more than going direct.
Do I have to switch?
No. If the plan you already have is the right one, we will say so. Plenty of our reviews end with someone keeping exactly what they had.
What happens after I enroll?
We confirm it went through and stay your point of contact. Every fall we check whether your plan still fits before Open Enrollment closes on December 7.
Where we work
Medicare Services Across East Tennessee
We drive to you. Pick your town for local plan details.
Your One-Stop Shop for Retirement Peace of Mind
Whatever you’re worried about in retirement, we cover it. From Medicare to life insurance to financial planning, Knoxville Medicare & Retirement is here for you.