Our Services

MEDICUS FINANCIAL works with individuals and businesses, to estabish your goals and priorities. Then we customize appropriate strategies to suit your vision, values and objectives, whether it is retirement planning, individual health care or life insurance. We can help you execute a sound financial program utilizing the following products and services:

  • Medicare Insurance
  • Retirement Planning
  • Long Term Care Insurance
  • Life Insurance
  • Health Insurance


Why Medicus Financial?

We recognize that each client is a unique individual thus having unique needs when it comes to insurance and retirement planning. We enjoy learning what is important to each client and then we tailor our recommendations to best fit that person's situation. While most agents only specialize in one insurance company, we work with multiple insurance companies, so we are able to offer a larger variety of plans that may be more suited to our clients' unique needs. This allows you to pick the best option available.

Our Services:

Retirement Services

Welcome to the finest and friendliest retirement services. We provide solutions to your retirement needs. 

We are experts in both Medicare Insurance and Retirement Planning.


Medicare Insurance

If you are looking for an expert in Medicare Insurance, you are in the right place. We help our clients simplify the complicated maze of Medicare Insurance options and choices. We will explain the difference between Medicare Supplement Plans and Advantage plans and the important consequences of choosing one type of plan verses the other. We also help you to understand the complexities of Part D prescription drug plans. If you are new to Medicare, we'll explain the rights and options that are vital to be aware of when you turn 65 or retire.

We represent most of the major insurance companies in Colorado and we'll help you choose the Medicare Coverage that best suits your healthcare needs, budget and lifestyle.

Love to talk to us about Medicare Insurance? Please contact us.


Retirement Planning

We help our clients obtain a confident retirement. We focus on accumulating wealth and then effectively managing the transition from asset accumulation during a client's working years to asset decumulation in retirement. We provide tremendous value by delivering smart strategies for creating suitable, sustainable income for a client's retirement. Thus, providing confidence and education.

Love to talk to us about Retirement Planning? Please contact us.


Other Services

Long Term Care Insurance

Life Insurance

Health Insurance