Headsail Financial Strategies
Planning for life’s journey by protecting Income & Assets now and into retirement
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Medicare
As you get started with Medicare, you have a choice in how you get your Medicare coverage. And, there are some important decisions for you to make.
Welcome to Headsail Financial Strategies
There are many risks during what we call the Retirement Red Zone that can hurt the security of your retirement years. Our Transition to Retirement Process helps you navigate the government programs and the critical decisions you have to make with them, as well as helping you transfer your benefits and income needs from your work life to your retirement life.
Ask Us A Question
Recent News
Spring Storms and Market Volatility: A Comparison
Spring brings warmer weather, blooming flowers, and more time ...
Read more
Home Buying Season: 10 Tips to Help Guide the Process
Spring is known as the prime home buying season. The warmer ...
Read more
Earth Day: A Focus on Sustainable and Ethical Investing
Earth Day is observed annually on April 22nd, raising awareness ...
Read more
7 Ideas for Celebrating Financial Literacy Month
April is recognized as Financial Literacy Month, aiming to ...
Read more
