TO REACH YOUR PEAK, YOU NEED A PLAN














This area of planning addresses the needs of families who need major medical insurance coverage and who do not have access to this coverage through their employers. Quality Major Medical Insurance is paramount to a sound financial plan. If you don’t have good health insurance, you will be forced to liquidate and/or “raid” your reserves in case of an illness or accident. We at Peak Planning Group will help you find a plan of insurance to meet you timeframe, level of care and budget.

These group products and services may include:

  • Short-term medical insurance for those between jobs, just graduated from college or waiting for their employer’s coverage to take effect

  • Individual Major Medical coverage (PPOs and HMOs are available)
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    These services are offered by Peak Planning Group, LLC, and are not a service of Raymond James Financial Services, Inc.