Licensed Health Insurance & Retirement Planning Agents Serving Gilford, NH
For more than 30 years, Dragon Financial Services has provided personalized health insurance, retirement income planning, life insurance, and benefits guidance to individuals, families, and employers throughout New Hampshire. Led by Robert "RJ" Dragon, our experienced team proudly serves Gilford and the surrounding Lakes Region from our Plymouth, New Hampshire office.
Get clear answers and personal guidance from people who are here to help.
Insurance and retirement planning decisions can come with a lot of questions. We believe getting those questions answered should be straightforward.
Instead of relying on an 800-number or navigating an automated customer service system, you can work directly with our New Hampshire team. We listen to what you need, explain your options in understandable terms, and help you make informed decisions based on your priorities.
Our support continues long after you make your initial decision. Whether your needs change, you have a coverage question, or you need assistance resolving an issue, you'll have an experienced team you can call.
Health Insurance Agent Serving Individuals & Families in Gilford
Helping you make sense of your health insurance choices.
Health insurance can be difficult to compare when you need to consider premiums, deductibles, networks, and benefits. We help individuals, families, and employers understand their available coverage and evaluate options based on healthcare needs, costs, and budget.
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 Gilford
Protection designed around the people who depend on you.
Life insurance can help provide financial protection for your loved ones while also supporting longer-term estate, business, and legacy planning goals.
Our agents help you assess your needs, understand the differences between available coverage types, and select an option aligned with your financial 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 Gilford
Plan ahead for future care while protecting your financial resources.
Long-term care costs can have a significant effect on the retirement savings and assets you've spent years building. We help clients explore long-term care insurance options and consider how potential future care needs fit within their broader financial and retirement plans.
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 Gilford
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 Gilford and throughout New Hampshire's Lakes Region. Our office is located nearby in Plymouth, NH.
1.
Do you provide health insurance services in Gilford, NH?
Yes. We help clients understand available health insurance coverage, compare plan costs and benefits, and evaluate which options may best meet their individual, family, or business needs.
2.
Can you help me compare health insurance options?
Yes. Dragon Financial Services helps Gilford-area employers evaluate group health insurance and employee benefits, including FSA, HRA, and HSA programs, reimbursement arrangements, Employee Assistance Programs, and other benefit solutions.
3.
Do you provide health insurance for Gilford 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 within the context of their overall retirement goals.
4.
Can Dragon Financial Services help me prepare for retirement?
Dragon Financial Services offers Medicare Supplement options. Because Medicare coverage and available plans vary, we recommend contacting our team to discuss the options available based on your specific circumstances.
5.
Do you offer Medicare insurance in Gilford, NH?
An independent broker can help you compare coverage options, understand the differences between available plans, and assist when questions or issues arise after enrollment. Dragon Financial Services provides ongoing personalized support rather than leaving you to manage everything on your own. There is no fee to work with our local brokers.
6.
Why work with an independent health insurance broker?
Our Plymouth office is approximately 35 miles from Gilford, depending on your starting point and route. Gilford clients can also contact our team to discuss a more convenient meeting location.
7.
How far is Dragon Financial Services from Gilford, NH?
No. You do not need to visit our Plymouth office to work with Dragon Financial Services. Contact our team, and we'll help arrange a meeting option that works best for you.
8.
Do Gilford clients have to visit your Plymouth office?
Contact Dragon Financial Services to schedule a complimentary consultation. We'll discuss what you're looking for, answer your questions, and help you understand the insurance or retirement planning options available to you.