Local. Dependable. Attentive to you.
We’re a local, independent insurance broker dedicated to helping you understand, evaluate, and apply for health insurance.
We are especially geared to working with individuals, and families in our community. We will not come at you with a one-sized-fits-all product; rather we want to know what your needs and goals are before we offer solutions.
Sometimes that means a simple phone call to refine your needs before we send you that list of health insurance quotes for your or your family. Sometimes it is a much longer relationship outlining post-retirement health insurance options before and after Medicare for both spouses.
Our Health Insurance services are free of cost for our clients.
Issaquah Financial is client centered.
Our long-term relationships with our clients says it all.
How we can help you.
We are at our best when making the world of insurance understandable and personal for you. Here’s how we make that happen:
Our years of expertise and knowledge are best put to use making sure you have the correct amount and correct type of insurance.
We can tell you which individual health plans are available with or without subsidies and if it is worth your while to put your personal information in the state exchange to obtain a subsidized plan.
We sit down with clients to find the right Medicare plan to fit their health needs and budget, as well as do annual re-evaluations with them at open enrollment time.
Steve & Julia Cooke
“
It was a great and painless experience…it was great having the ability to ask questions, get correct and factual answers, and of course sorting out the best option for the family, which was weighing heavily on us. This completed a task that is a significant win in my opinion!
We certainly didn’t expect help determining if the plan covered all of our doctors and prescriptions, but left armed with an answer that solved all of those problems.
-Geoffrey D.
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I have never had someone more honest, confident, and do what is for my best interest more then Julia. Two times she has saved me money and made sure I could see all my preferred doctors. Thank you Julia, you have made the phrase “above and beyond” into an understatement!
-Mal M.
Individual & Family
Using our services as an independent broker never costs you more. Some brokers charge a fee to help you with individual & family coverage. We don’t. We are compensated by the insurance companies when you enroll through us, but it doesn’t change the premium you pay.
Save time and frustration.
We’ll help you find the right plan for you and your family.
Medicare
Medicare has gaps – deciding how to fill them is a critical decision. There are a dizzying amount of options available. Issaquah Financial can help you chart a path through to the right options for you.
We can help you understand your timeline, whether is it enrolling when you are turning 65, or a bit later because you are still working.
Dental & Vision
When your medical plan doesn’t include dental and vision coverage it can be helpful to have stand-alone coverage. We can help you evaluate your options, look at what is cost effective, and offer reputable plans so you don’t have gaps in coverage.
Get started with a
conversation.
We’re here to serve you.
Let us share with you our years of experience to help you navigate the often confusing world of insurance. We want to give you confidence as you make the important choice of what’s right for you.