Licensed Health Insurance & Retirement Planning Agents Serving Concord, NH
For over 30 years, Dragon Financial Services has helped New Hampshire individuals, families, and employers navigate health insurance, retirement income planning, life insurance, and employee benefits. Led by Robert "RJ" Dragon, our experienced team proudly serves Concord and surrounding Central New Hampshire communities from our Plymouth, New Hampshire office.
Experienced guidance without the impersonal call-center experience.
Insurance and retirement decisions can affect your family, finances, and future. You deserve more than a list of products or a phone number to call when questions come up.
At Dragon Financial Services, you'll work directly with knowledgeable New Hampshire professionals who take the time to understand what you're trying to accomplish. We explain your options, help you compare choices, and give you the information you need to make confident decisions.
That personal support continues after your policy or strategy is in place. When circumstances change, you have questions, or you need help resolving an issue, our team remains available to assist you.
Health Insurance Agent Serving Individuals & Families in Concord
Clear guidance for choosing health insurance with confidence.
Finding the right health insurance requires looking beyond the monthly premium. Coverage, deductibles, provider networks, prescription benefits, and out-of-pocket costs can all affect which option works best for you.
We help individuals, families, and employers understand available health insurance choices, compare coverage and costs, and evaluate options based on their healthcare needs and budgets.
Health Insurance Options
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Individual health insurance
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Employer group health insurance
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Dental insurance
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Disability insurance
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Medicare Supplement
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FSA, HRA and HSA programs
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Employee Assistance Programs
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QSEHRA and ICHRA options
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Compliance support
Life Insurance Agent Serving Individuals & Families in Concord
Helping protect your family's financial future.
Life insurance can protect the people who depend on you while also supporting business, estate, and legacy planning goals.
Our experienced agents help you think through your financial responsibilities, understand the differences among coverage options, and determine which type of life insurance may be appropriate for your needs and longer-term priorities.
Life Insurance Options
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Term Life Insurance
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Whole Life Insurance
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Universal Life Insurance
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Final Expense Insurance
Long-Term Care Insurance Agent Serving Individuals & Families in Concord
Planning today can help protect tomorrow's retirement resources.
The cost of extended care can quickly affect savings, retirement income, and family finances. Long-term care insurance can help you prepare for that possibility before you need care.
Dragon Financial Services helps Concord-area clients explore available long-term care insurance options and understand how future care expenses may fit into their overall retirement and financial planning.
Long-Term Care Insurance Options:
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Traditional Long-term Care Insurance
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Hybrid Life & Long-term Care Insurance
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Short-term Care Insurance
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Long-term Care Riders
Beyond Your Insurance Policy: Ongoing Concierge Support
Our role doesn't end once you've selected an insurance plan. We provide ongoing, concierge-level support to help clients manage their coverage and get answers when questions arise.
Our experienced insurance agents can assist with:
Personalized Coverage Reviews
We can review your policies as your family, business, financial circumstances, and coverage needs evolve.
Claims Assistance
When you need help understanding or following up on a claim, our team can guide you through the process.
Policy Management
We assist with renewals, policy changes, documentation, and other ongoing insurance needs.
Carrier Comparisons
We help you evaluate available coverage from established insurance carriers and understand how your choices compare.
Proactive Risk Management
We can help identify potential gaps in coverage and discuss ways to address them before they become larger concerns.
Retirement Planning Agent for Individuals & Families in Concord
Whether you’re a Baby Boomer, Generation Xer, or Millennial, we’ll help you with the strategies and steps you need to take along your journey toward retirement. Depending on your stage in life, the approach you’ll take in planning your retirement will vary. We offer a variety of products and services to assist you in reaching your retirement goals and protecting the assets you wish to pass on to your loved ones.
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Annuities
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IRA/401K Annuities
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Income Retirement Protection
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Social Security Maximization
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Life Insurance
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Estate Conservation
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Legacy Succession
Retirement Planning Services & Options:
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​Retirement income planning
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Annuities
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IRA/401(k) annuities
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Income retirement protection
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Social Security maximization
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Estate conservation
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Legacy succession planning
Yes! We Provide Health Insurance & Employee Benefits for Concord Businesses
Offering competitive employee benefits can be an important part of attracting and retaining employees, but determining which options make sense for your company can be complicated.
Dragon Financial Services works with Concord employers to evaluate health insurance and employee benefit solutions based on workforce needs, business priorities, and budget considerations.
We can assist with group health insurance, FSA/HRA/HSA programs, reimbursement arrangements, Employee Assistance Programs, and other employee benefit options.
And you won't be left to manage everything after enrollment. Our team remains available to answer questions, assist with benefit-related issues, and provide ongoing support to employers and their employees. 302-615-2005
Why Choose Dragon Financial Services?
When it comes to insurance and retirement planning, you have a lot of choices. Selecting an agent is about more than comparing products; it’s about finding someone you can count on when you have a question or need support.
Experienced Guidance
Our team has three decades of experience helping individuals, families, and businesses navigate insurance and retirement decisions.
A Local NH Team
You have direct access to people who understand the New Hampshire insurance environment and are available to answer your questions.
Personalized Service
We take the time to understand your situation rather than assuming the same solution is right for everyone.
Frequently Asked Questions About Insurance & Retirement Planning
Yes. Dragon Financial Services serves individuals and families in Concord and surrounding New Hampshire communities from our Plymouth office.
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Do you provide health insurance services for Concord, NH residents?
Yes. Dragon Financial Services serves individuals and families in Concord and surrounding New Hampshire communities from our Plymouth office.
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Do you provide health insurance services for Concord, NH residents?
Yes. We help clients understand available health insurance choices, compare coverage and costs, and evaluate which options may fit their individual, family, or business needs.
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Can you help me compare health insurance options?
Yes. Dragon Financial Services works with Concord-area employers to evaluate group health insurance and employee benefit options, including FSA, HRA, and HSA programs, reimbursement arrangements, Employee Assistance Programs, and other benefit solutions.
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Do you provide health insurance for Concord businesses?
Yes. Our retirement income planning services can include annuities, income protection strategies, Social Security planning, estate conservation, and legacy succession considerations. We help clients evaluate these options based on their retirement goals and financial priorities.
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Can Dragon Financial Services help me prepare for retirement?
Yes. Dragon Financial Services offers Medicare Supplement options for Concord-area individuals, families, and employers. Because available Medicare coverage and options vary, we recommend contacting our team to discuss the choices available for your specific circumstances.
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Do you offer Medicare insurance to clients in Concord, NH?
An independent health insurance broker can help you compare available coverage, understand differences between plans, and get personalized assistance when questions arise.
Dragon Financial Services also provides ongoing support after enrollment, giving you a local team to contact rather than navigating coverage issues on your own. There is no fee to work with our local brokers.
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Why work with an independent health insurance broker?
Our Plymouth office is approximately 43 miles from Concord, NH. Concord-area clients can also contact our team to discuss meeting options that are most convenient for them.
7.
How far is Dragon Financial Services from Concord, NH?
No. You don't need to travel to Plymouth to work with Dragon Financial Services. Contact our team, and we'll help arrange a consultation or meeting option that works best for you.
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Do Concord clients have to visit your Plymouth office?
Contact Dragon Financial Services to schedule a complimentary consultation. We'll learn more about your insurance or retirement planning needs, answer your questions, and help you understand your available options.
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How do I get started?
Licensed Insurance & Financial Agents Serving Concord, NH
With more than 30 years of experience, Dragon Financial Services provides personalized insurance and financial guidance to individuals, families, and businesses in Concord and throughout New Hampshire. If you're looking for knowledgeable professionals who combine experienced guidance with responsive, one-on-one service, call 603-238-4153 or click below to schedule a no-obligation consultation.
Serving All of New Hampshire
With offices in Plymouth and Portsmouth, Dragon Financial Services provides expert health insurance, retirement planning, and financial advice throughout the Granite State.
North Woods/White Mountains
Merrimack Valley
Seacoast
Atkinson, Brentwood, Danville, Dover, Durham, East Kingston, Epping, Exeter, Fremont, Greenland, Hampstead, Hampton, Hampton Falls, Kensington, Kingston, Lee, Madbury, New Castle, New Durham, Newfields, Newington, Newmarket, Newton, Plaistow, Rochester, Rollinsford, Rye, Sandown, Somersworth, South Hampton, Stratham
Lakes Region
Alton/ Alton Bay, Barnstead, Belmont, Center Harbor, Franklin, Gilford, Gilmanton, Holderness, Laconia, Meredith, Moultonborough, Ossipee, Sanbornton, Sandwich, Tilton, Tuftonboro, Wolfeboro
Sunapee Region
Andover, Bradford, Danbury, Grantham, Hanover, Newbury, Newport, New London, Springfield, Sunapee, Sutton, Warner, Wilmot
Monadnock
Antrim, Bennington, Deering, Dublin, Fitzwilliam, Francestown, Greenfield, Hancock, Harrisville, Hillsborough, Jaffrey, Lyndeborough, New Ipswich, Peterborough, Rindge, Sharon, Stoddard, Temple, Wilton