Your Trusted Partner for Medicare, Insurance & Retirement Planning.
Expert retirement planning services with personalized strategies, interactive tools, and trusted guidance. Let us help you navigate the path towards a secure future.
HONESTY
INTEGRITY
COMPASSION
Medicare & Insurance Services for Texas
Specialized Medicare consultations, health insurance guidance, and retirement planning tailored specifically for Texas residents. Free consultations with no pressure, ever.
Medicare Consultations
Personal guidance through all parts of Medicare, explained clearly so you can make confident choices for your healthcare.
Group Insurance
Guidance for small and large businesses on employee coverage.
Individual & Family Coverage
Support in finding affordable insurance under 65.
Social Security Analysis
Review of benefits to help you choose the best time to start.
Ancillary Insurance
Clear advice on supplemental coverage options.
Meet Kendra
Kendra, originally from Seattle, Washington, now proudly calls Austin, Texas her home. She enjoys life in the vibrant city with her partner and two beloved dogs, often exploring local parks and discovering new restaurants. When not in the kitchen or practicing hot yoga, she finds balance in both the energy of the city and moments of quiet reflection.
As you approach important life milestones, thoughtful planning becomes essential. Kendra and her team specialize in guiding individuals through the complexities of Medicare, health insurance, and retirement planning.
With years of experience, she is committed to providing personalized
solutions designed to meet your unique needs. You can trust Kendra to be a reliable partner in securing your future with clarity and confidence.

Your One-Stop Retirement Ecosystem
Beyond Medicare and insurance, we connect you with trusted professionals for
comprehensive retirement planning—all vetted for quality and expertise.

Charliene Bondurant is an insurance broker specializing in protection for business, home, auto, and more. With a focus on personalized service, she helps clients navigate options to safeguard their assets and plan with confidence for the future.

Steve Levy is President and Chief Investment Officer at BirdRock Wealth, a fiduciary Registered Investment Advisor in Austin, Texas. Since 2006, he has guided clients with transparency and care while partnering with Charles Schwab as custodian.

Kristen Nielsen is a life and disability insurance broker dedicated to helping families and businesses build long-term financial security. She and her team design strategies for retirement income, estate planning, long-term care, and business planning.
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