Sharon Sax

Licensed Insurance Agent

I am an independent licensed insurance agent, benefits consultant and advisor, focused on helping people plan for the future.

  • MEDICARE – for those initially enrolling in Medicare as well as existing beneficiaries for an annual review of benefits
  • SOCIAL SECURITY MAXIMIZATION – for help in analyzing how to get the most out of your Social Security benefits
  • RETIREMENT INCOME PLANNING - for help in determining how to implement a Retirement Income Plan,
    in order to protect your assets
  • LIFE INSURANCE – for leaving a legacy
  • LONG-TERM CARE – for learning how to protect your assets if care is needed for an extended illness or injury
  • SUPPLEMENTAL BENEFITS – for an extra cushion of financial protection when faced with a
    critical illness, an accident or hospitalization

I take pride in giving personal attention to each of my clients and have been praised by a group of my peers with an “Above and Beyond” award. By addressing individual needs with integrity and professionalism, I have built trusting relationships that are the core of my business. Recognizing that each person has unique needs and circumstances, I dedicate quality time to ensure that you understand all options available, empowering you to make sound decisions.

There are no unimportant questions; if something concerns you then it concerns me as well.

My motto (a quote credited to Theodore Roosevelt)

“Nobody cares how much you know, until they know how much you care.”

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Marcie Carlson

Licensed Clinical Social Worker

I am a Licensed Clinical Social Worker with a 30+ year history of working with individuals and families. My expertise is helping people navigate life transitions, make practical and emotional adjustments to a new diagnosis, and manage chronic conditions. In addition to offering cognitive behavioral counseling, I am a resource specialist, community educator and patient advocate. Having worked in medical home care for many years, I am experienced in providing support and care planning for the typical challenges that life may present, as well as for those of chronic and complex health concerns. By providing community education and through private consultation, I can ease the concerns related to aging, lighten the burdens of care, help to anticipate next steps and plan to reduce risk. Utilizing a comprehensive, individualized assessment, my commitment is to help my clients preserve the power of choice in their lives. Through solution focused interventions, support and resource coordination, I strive to empower others to develop effective tools, find their best paths and achieve the changes they hope for.

My motto

“We can not control the wind, but we can adjust the sails.”

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