Schedule Appointment with LifeGuide Financial Advisors

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I am a CURRENT CLIENT of LifeGuide. I would like to schedule my:

I am a TRUSTED BUSINESS PARTNER or OTHER FRIEND of LifeGuide. I would like to schedule an:

I am CURRENTLY ENROLLED in Medicare and would like to schedule a ZOOM VIDEO MEETING or PHONE CALL:

I am CURRENTLY ENROLLED in Medicare and would like to schedule at CARLISLE OFFICE or PHONE CALL:

I CURRENTLY HAVE Health Insurance and would like to schedule at CARLISLE OFFICE or PHONE CALL:

I CURRENTLY HAVE Health Insurance and would like to schedule at MECHANICSBURG OFFICE or PHONE CALL:

I have an INSURANCE need. I would like to schedule a(n):

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Next LIFE PLANNING Appointment

1 hour 30 minutes

During these three meetings (Discovery, Delivery and Implementation) we work together to build and implement your holistic LifePlan. Please plan for 90 minutes for each of these conversations.

ANNUAL REVIEW Appointment

1 hour

These meetings are typically held sometime during your "Review Month". We will catch up, review progress, check on action items, update your LifePlan and answer your questions. Please plan for 60-75 minutes.

CHECK-IN Appointment

1 hour

These meetings are typically held in between normally scheduled annual review meetings. We are happy to discuss your ideas and questions, review life changes, make portfolio adjustments, or perform account maintenance. Please plan for 45-60 minutes.

Appointment or Phone Call

1 hour

Thank you for your support of LifeGuide Financial Advisors. We look forward to talking with you!

Medicare Review ZOOM VIDEO MEETING or PHONE CALL (Supplement, Advantage & Part D)

1 hour

Open Enrollment is from Oct 15 - Dec 7.

Medicare Review IN-PERSON at MECHANICSBURG OFFICE for MYSELF and MY SPOUSE (Supplement, Advantage & Part D)

1 hour 30 minutes

Open Enrollment is from Oct 14 - Dec 6.

Medicare Review IN-PERSON at MECHANICSBURG OFFICE for MYSELF (Supplement, Advantage & Part D)

1 hour

Open Enrollment is from Oct 14 - Dec 6.

Medicare Review PHONE CALL (Supplement, Advantage & Part D)

30 minutes

Open Enrollment is from Oct 14 - Dec 6.

Medicare Review IN-PERSON at CARLISLE OFFICE for MYSELF and MY SPOUSE (Supplement, Advantage & Part D)

1 hour 30 minutes

Open Enrollment is from Oct 14 - Dec 6

Medicare Review IN-PERSON at CARLISLE OFFICE for MYSELF (Supplement, Advantage & Part D)

1 hour

Open Enrollment Oct 14 - Dec 6

Health Insurance Review PHONE CALL

1 hour