Plan for tomorrow today!
There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.
In partnership with the Burlington County Library, Marlton Medicare 101 co-hosted a Medicare 101 workshop with Laura Bottalico of Bottalico Financial Group on March 24, 2021
Make sure that you receive the current year's Medicare & You handbook mailed to you by The Centers for Medicare & Medicaid Services (CMS) 90 days before your 65th birthday as it is a wealth of essential information. As a Federal agency, CMS is responsible for providing handbooks to Medicare beneficiaries (including beneficiaries aging into the Medicare system). If you do not receive a handbook, you can call 1-800-MEDICARE (1-800-633-4227) and they will send you a replacement copy right away.
Here is our personal link to the copy found on www.medicare.gov
(link will always take you to the most up-to-date version)
http://bit.ly/2021medicarehandbook
Fastest way to Order in New Jersey:
Call the State of New Jersey Department of Human Services Division of Aging Services to request that a copy be mailed to your address.
Reach them at: 1-800-792-8820
To represent our clients to help them achieve their hopes and dreams. We are here to guide you to a place of financial peace so that you can focus on what really matters in life. We are your advocates; our job is to help you secure risk and plan for the future.
When you are young and healthy is the optimal time to purchase life insurance!
When two people choose to spend the rest of their lives together, many aspects of their life, including their finances, often join together to become one. What would happen to the financial security of one spouse should the unthinkable happen?
No time in a couple's life really elucidates the need for family protection as the birth of your children.
What are you doing to plan a secure and comfortable retirement? Do you intend to maintain the same standard of living as during your working years?
Bring your preparations to life, and enjoy your golden years.
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Laura, originally from Voorhees, New Jersey, has lived in South Jersey most of her life but has also spent time in Williamsburg, VA, Philadelphia, PA and Chicago, IL. Since her time at US Vision in Glendora, NJ working primarily with optometrists and vision insurance, she took time to focus on her family. Utilizing her time to learn about her real passion, she devoted her time to study and to further her education in financial services. She contributes to her community through such organizations as the St. Vincent de Paul Society and March of Dimes, among others. Laura enjoys running and has been a committed runner since her track and cross country career in high school and college.
Monday - Friday: 8:30 am - 5:30 pm
Saturday: 8:30 am - 5:30 pm
Sunday: By appointment
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