Licensed Health Insurance & Retirement Planning Agents Serving Exeter, NH
For more than 30 years, Dragon Financial Services has helped New Hampshire individuals, families, and employers make informed decisions about health insurance, retirement income planning, life insurance, long-term care insurance, and employee benefits. Led by Robert "RJ" Dragon, our experienced team proudly serves clients in Exeter and throughout the New Hampshire Seacoast from our Portsmouth office.
Knowledgeable guidance. Personal service. Real people when you need help.
Insurance and retirement planning can involve a lot of choices—and sometimes even more questions. Having an experienced professional who can explain those choices makes the process a lot easier to navigate.
At Dragon Financial Services, you won't be sent through an endless phone menu or left to figure everything out yourself. You will work directly with our New Hampshire team so you can ask questions, understand your options, and get personalized guidance based on your needs and priorities.
And our support continues after you've made your initial decision. If your circumstances change, you have a coverage question, or you need assistance with an issue, you'll have a team you already know to turn to.
Health Insurance Agent Serving Individuals & Families in Exeter
Helping you understand what's behind the premiums, deductibles, and benefits.
Choosing health insurance isn't always as simple as finding the lowest monthly premium. Provider networks, deductibles, prescription coverage, copays, and other out-of-pocket costs can significantly affect a plan's value.
We help individuals, families, and employers in Exeter understand their available coverage, compare important plan details, and evaluate options that fit 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 Exeter
Helping protect the people who depend on you financially.
Life insurance can provide important financial protection for your family while also supporting estate, business, and legacy planning goals.
Whether you're looking to replace income, provide for dependents, address financial obligations, or plan for the future, our agents can help you understand the types of life insurance available and evaluate coverage based on your individual circumstances.
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 Exeter
Prepare for potential care expenses while protecting your financial plans.
The cost of extended care can significantly impact retirement savings and family finances. Planning for that possibility before care is needed can provide more options and help protect the resources you've worked hard to accumulate.
Dragon Financial Services helps Exeter-area individuals and families explore long-term care insurance options and consider how future care needs may fit into a broader retirement and financial strategy.
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 Exeter
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
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, families, and employers in Exeter and throughout New Hampshire's Seacoast region. Our New Hampshire office is located in Portsmouth.
1.
Do you provide health insurance services in Exeter, NH?
Yes. Our agents help you review available health insurance plans, understand differences in costs and coverage, and evaluate options based on your individual, family, or business needs.
2.
Can you help me compare health insurance options?
Yes. Dragon Financial Services works with Exeter-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.
3.
Do you provide health insurance for Exeter businesses?
Yes. We provide retirement income planning services that can include annuities, income protection strategies, Social Security planning, estate conservation, and legacy succession considerations. We help clients evaluate these options in the context of their broader retirement goals.
4.
Can Dragon Financial Services help me prepare for retirement?
Yes. Dragon Financial Services offers Medicare Supplement options. Because available Medicare coverage and options can vary, we recommend contacting our team to discuss the choices available for your individual circumstances.
5.
Do you offer Medicare insurance in Exeter, NH?
An independent health insurance broker can help you understand available plans, compare coverage and costs, and get personalized assistance when questions arise.
Dragon Financial Services also provides continued support after enrollment, giving you an experienced team to turn to rather than leaving you to manage coverage issues alone. There is no fee to work with our local brokers.
6.
Why should I work with an independent health insurance broker?
Our Portsmouth office is approximately 23 miles from Exeter, NH. However, Exeter-area clients don't need to travel to Portsmouth to receive personalized guidance and support from our team.
7.
How far is Dragon Financial Services from Exeter, NH?
No. You don't need to visit our Portsmouth office to work with us. Contact our team, and we'll help arrange a meeting option that works best for you.
8.
Do Exeter clients have to visit your Portsmouth 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.