In 2004 Marci and her husband Duncan moved to Deland, Florida, where she started a successful career as an Investment Advisor Representative and Licensed Insurance Agent. Her skill, experience, and knowledge have been invaluable over the years to help retirees put together their Retirement Puzzle. Marci has helped thousands of people to navigate through the seemingly daunting process of retirement planning: how to plan for positive and stable cash flow and growth when in retirement, how to pick the right Medicare plan, putting strategies in place to help prevent assets from being drained in a nursing home situation, how to leave money to the kids and not the government, and how to keep investments protected from a stock market downturn.

As a retirement professional, Marci offers clients unique experiences to help them prepare for a successful retirement with greater confidence instead of unnecessary worries that can occur without a good, solid plan.

It is important to Marci that her clients fully understand the products for insurance and investments and how they work. She takes the time to sit with each client to simplify the financial and Medicare process — free from complicated jargon — while helping to ensure that the approach they choose is right for them. Everyone has different needs and goals, and acting as a Fiduciary Advisor, the most important obligation Marci has is that any plan is based on her client’s retirement income needs and goals. Assisting and informing clients on how to protect themselves and their families from the costs of a long-term illness, as well as new ways to pass their financial legacies to their loved ones and minimize tax burdens is what she truly enjoys in her career. Contact Marci Hodge to begin the path to the confidence that comes when you are living your best life in your retirement.