Service-in-a-BOX

About Us

MEG Financial Wellness is dedicated to improving people's lifestyle choices and safeguarding their financial future. Our mission is to transform financial wellness through a commitment to integrity and advocacy.


Our collaborative team works with carefully selected carriers that offer exclusive life insurance and annuity products, ensuring our clients receive exceptional coverage personalized to their needs. We are licensed and contracted with the vast majority of insurance carriers, and we provide a comprehensive range of financial solutions and Medicare plan options. Our commitment is to provide our clients with exceptional financial services and top-notch coverage for their overall health and financial well-being.

Why Us

At our company, we offer personalized financial and Medicare solutions designed to support you throughout your unique journey. Our objective is to help you achieve your financial goals and manage your affairs, whether you're seeking protection against market volatility, exploring innovative retirement funding options, developing a strategic financial plan, safeguarding your loved ones, or finding a Medicare solution that aligns with your healthcare needs and financial resources. Our comprehensive approach ensures that you receive tailored solutions that fit your specific needs, providing peace of mind and financial security.

Working With Us

Working with us means gaining access to unique approaches that protect your future, plan for retirement, and provide for your family in the event of illness, injury, disability, or death. We prioritize your financial goals and collaborate with you to develop a personalized financial roadmap that maximizes opportunities and increases your wealth.


At MEG Financial Wellness, we recognize that there is no one-size-fits-all solution when it comes to Medicare. That's why we offer a range of Medicare products and services designed to guide you in selecting the right plan to meet your specific needs. Whether you need to add coverage to Original Medicare or explore alternative options, we're here to assist you.

Our Services

All services
All services
Financial Services
Your One-Stop Shop for Insurance: Our Comprehensive Products

Financial Services

Your One-Stop Shop for Insurance: Our Comprehensive Products

Amenities

By appointment only
Free consultation
Single access all the services you need to protect your future
Female-owned and operate
Family focus and community oriented
Hmong Speaking

Testimonials

PH

I learned about Original Medicare vs Medicare Advantage plan and how the Medicare Advantage plan may also offer some extra benefits that Original Medicare doesn’t cover like vision, hearing, and dental services. I learned about important dates to know for open enrollment, the chance to make changes to your Medicare coverage, and to avoid penalties. Medicare benefit is definitely one thing in our Hmong community that we all are not well educated on. There is so much to Medicare than what we know. I feel that having someone who speaks our native language and having it be delivered in a way that is easily understood will definitely help more people in our community to understand the Medicare coverage options. It’s important for our Hmong community who are on Original Medicare to understand their Medicare coverage options and to review their coverage. Also, it’s important to know that if you have limited income and resources, you may qualify for help to pay Medicare health care and drug coverage costs. I feel this was a great insight and very informative. Now I can help my parents understand their Medicare benefits and look for options that are a better fit for their needs. I highly encourage and recommend our Hmong community to learn more and be educated about Medicare benefits. - Pang Houa

Pang Houa
Oct 6, 2022
KX

Before meeting with Mae, I had zero idea and knowledge about Medicare. Thanks to her expertise she helped me understand what medicare is and the differences between Original Medicare vs Advantage Medicare. She took the time to explain each plan and what they covered. All thanks to her I now understand Medicare enough to help explain it to my mother-im-law so she can make decisions based on her needs. I highly recommend anyone to please reach out to Mae if they have any questions or need any help in getting started with Medicare.

Regards,

Kia X.

Kia X.
Jun 23, 2023
K&

Mae,

We want to actually thank you for being so patient with us. We appreciate your kind reminders as we were very forgetful with our busy life/schedules. We are happy to have you as our agent.

Kong & Katelyn
Jun 23, 2023

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Get In Touch

Please contact us by filling out the form below.

Please note that MEG Financial Wellness, LLC is not a tax, legal, or investment agency, and we do not offer legal, tax, or other professional advice. For clients seeking professional advice, we recommend consulting with a qualified professional advisor.


Please be aware that we do not offer every plan available in your area. The information we provide is limited to the plans we do offer in your area. For information on all available options, we recommend contacting Medicare.gov or calling 1-800-MEDICARE.

Areas Covered

Denver Metropolitan Area, Colorado