We help people (at NO cost) with:
Medicare Assistance
Are you on Medicare due to disability, turning 65, or exploring whether to stay on group coverage or not? Are you over 65 and need to prove to Medicare that you have been covered since your milestone birthday? We can help in any scenario with forms, applying, secondary coverage options, and more.
Life Insurance
The median cost of a funeral is now between $6,280 (cremation) and $8,300 (burial). Placing that burden on your family may be unnecessary. We also offer plans for the children and grandchildren.
Asset Preservation
If you are in retirement, or planning for it, it’s time to preserve what you have. Contact us about what we can do to help your 401(k), IRA, or 403(b) last the rest of your life. Safely.
Under 65 Insurance
If you are under 65 and need major medical insurance, we can help. Turning 26? Have a child turning 26? Call or schedule a no-obligation consultation!
We are driven by values.
Guardian Oak provides top-tier, professional advice at no cost. Insurance is confusing to most people. We will always advocate for education first and opportunity second. Even if we cannot help directly we will always point you in the right direction. Founded by an Eagle Scout, integrity is at our core!
Book a free, no-obligation consultation using the calendar below:
“My husband and I are extremely satisfied and confident in our current and future time working with Josh on any matters concerning our health insurance. We highly recommend Josh as your future agent.” – N.M
“I would like to brag a little bit about Josh! If you need help in getting your insurance started he’s the one. So very helpful and he makes sure you’re comfortable in giving out your important information. Get with him he’s the best!!” – K.H.
“I am so grateful that I have found someone to help me with my insurance needs that cares about me and goes to bat for me with the insurance companies. I appreciate what you do for me and the time it takes to find the best things for my situation.” – N.S.