Experience
Personalized Guidance
Local Support
Serving Individuals, Families & Employer Groups
Health Insurance & Retirement Planning in New Hampshire
When it comes to insurance and retirement planning, you have many choices. Choosing an advisor or insurance agent is about more than comparing products; it’s about finding experienced people you can count on when you have questions or need support.
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At Dragon Financial Services, we take the time to understand your needs, explain your options, and provide personalized guidance based on your priorities and goals.
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Unlike a call center or online-only provider, our clients work directly with local independent health brokers who help compare options, answer questions, resolve coverage issues, and provide ongoing support.
Individuals & Families
Find health insurance and benefits that fit your life. We help individuals and families compare options and build a coverage package around their needs, priorities, and budget.
Individual & Family Health Plans
Medicare Supplement & Part D Plans
Health Savings Accounts (HSA)
Dental Insurance
Disability Insurance
Employers
Build a benefits package that works for your business and your employees. We help employers compare coverage and benefit options based on their team’s needs and company budget.
Group & Individual Health Coverage
Dental & Disability Insurance
Medicare Supplement & Part D Plans
FSA, HRA, HSA, QSEHRA & ICHRA Options
EAP & Compliance Packages
Concierge Support
Beyond Your Health Insurance Policy: Ongoing Personal Support
We do more than help you select health insurance coverage. Dragon Financial Services provides ongoing, concierge-level support that makes it easier to understand and manage your insurance needs.
Unlike a call center or online-only provider, our clients work directly with experienced local agents who help compare options, answer questions, resolve coverage issues, and provide ongoing support,
What You Get:
Personal Coverage Reviews
We review your policies, identify potential coverage gaps, and help ensure your insurance fits your lifestyle, goals, and changing needs.
Claims Assistance
From filing a claim to following up with your insurer, we help you understand the process, address questions, and navigate the next steps.
Policy Management
We help manage renewals, policy updates, and documentation, making it easier to keep your coverage organized and your information current.
Carrier Comparisons
We compare coverage options from the insurers we represent, helping you understand differences in benefits and costs so you can choose confidently.
Our expert team is available throughout the life of your coverage—not just when it's time to enroll.
Life Insurance Agent Serving Individuals, Families & Employers
Life insurance can provide an important financial safety net for the people you care about while also supporting broader estate, business, and legacy planning. We help you compare coverage options and choose an approach that reflects your family’s needs and long-term financial goals.
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Final Expense Insurance
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Retirement Income Planning Agent for Individuals, Families & Employers
Retirement planning is about creating the future you want, not just choosing a date to stop working. It means thinking about how you’ll generate income, make your savings last, approach Social Security, and provide for the people and causes that matter most to you.
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Dragon Financial Services helps you sort through those decisions with personalized guidance and a retirement strategy built around your goals, priorities, and peace of mind.
Retirement Planning
Estate Conservation
Legacy Succession
Business Insurance
College Planning
Employer Benefit Packages
Income Retirement Protection
Social Security Maximization
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Long-Term Care Insurance Agent Serving Individuals, Families, and Businesses
Planning ahead for future care can help protect the savings you’ve worked hard to build. Our team helps you understand long-term care insurance options and consider how they may fit into your overall retirement and financial strategy.
Traditional Long-Term Care Insurance
Hybrid Life & Long-Term Care Insurance
Short-Term Care Insurance
Long-Term Care Riders
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Request a Complimentary Consultation
Get the Guidance You Need From Our Health Insurance & Retirement Planning Experts
With over 30 years of experience, Dragon Financial is a trusted independent insurance and financial planning broker for individuals, families, and businesses in New Hampshire, Massachusetts, Vermont, Maine, Arizona, and Florida.
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Click below to arrange a complimentary, no-obligation consultation with our expert advisors.
FAQs About Health Insurance and Retirement Planning Services
No. There is no additional cost to work with our health insurance brokers. You get personalized guidance and ongoing support at no extra charge.
Does it cost more to use a health insurance broker?
We help with individual and family health insurance, group health plans, Medicare Supplement coverage, and a range of employer benefit options.
What types of health insurance does Dragon Financial Services offer?
Yes. We help employers evaluate group health insurance, HSA/HRA/FSA programs, reimbursement arrangements, Employee Assistance Programs, and other benefit solutions.
Can you help small businesses with employee benefits?
Retirement income planning looks at how you’ll create income in retirement, make your assets last, approach Social Security, and plan for your longer-term financial goals.
What does retirement income planning involve?
The earlier, the better. Planning ahead gives you more time to understand your options, adjust your strategy, and prepare for the retirement you want.
When should I start planning for retirement income?
With offices in Plymouth and Portsmouth, NH, we serve clients throughout New Hampshire and are also licensed in Massachusetts, Maine, Vermont, Florida, and Arizona.
Where does Dragon Financial Services serve clients?
Testimonials & Reviews for Dragon Financial Services
Serving Clients Throughout New Hampshire
Our Service Area
With offices in Plymouth and Portsmouth, Dragon Financial Services works with individuals, families, and employers throughout New Hampshire, including the Lakes Region, White Mountains, Merrimack Valley, Seacoast, Monadnock Region, and surrounding communities.
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Andover
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Bradford
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Danbury
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Grantham
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Newbury
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Newport
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New London
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Springfield
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Sunapee
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Sutton
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Warner
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Wilmot
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Barnstead
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Belmont
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Center Harbor
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Franklin
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Gilmanton
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Holderness
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Laconia
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Moultonborough
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Ossipee
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Sanbornton
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Sandwich
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Tilton
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Tuftonboro
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Wolfeboro
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Antrim
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Bennington
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Deering
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Dublin
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Fitzwilliam
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Francestown
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Greenfield
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Hancock
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Harrisville
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Hillsborough
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Jaffrey
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Lyndeborough
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New Ipswich
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Peterborough
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Rindge
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Sharon
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Stoddard
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Temple
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Wilton
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