Insurance & Benefits Decisions

Navigating health insurance and benefits can feel overwhelming. Between Medicare, supplements, workplace plans, and open enrollment deadlines, it’s easy to feel stuck or make mistakes that cost time and money. The good news? Breaking these decisions into simple steps can help you understand your options, avoid costly surprises, and feel more confident about your choices.


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Daniel S. Miller, Kaleb Robuck, Marcus Taylor, and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.
The strategies and concepts discussed are for educational purposes only and do not represent specific investment, tax, or estate planning advice. Investing carries an inherent element of risk and there is no guarantee of financial success or specific investment results. Results may vary based on individual circumstances. It is in everyone’s best interests to consult a tax, legal, or investment professional depending on their unique situations.