For immediate assistance, call: (469) 727-3221
ONLINE WEBINAR
Your Complete Guide, Making Medicare Clear
Step One: Watch the video (click the image below)
Step Two: Download Your Medicare Guide & Social Security 101 E-book
Step Three: Book a No-Cost Consultation
COMPLIMENTARY RESOURCES
Get Your Free Resources Here
Download our expert guides and book a session to get the clarity you need on Medicare and Social Security
Medicare Guide
Navigate the complexities of Medicare with our step-by-step PDF playbook for optimal coverage.
Social Security 101
Learn how to maximize your benefits, optimize your timeline, and avoid common claiming mistakes.
1-on-1 Consultation
Sit down with an advisor to discuss your specific situation and start building your custom retirement roadmap.
MEET YOUR ADVISOR
About David Morris
David Morris brings years of dedicated experience to the complex intersection of Medicare and Social Security. Recognizing that retirement planning isn't one-size-fits-all, he specializes in creating clear, actionable strategies that address both healthcare coverage and income optimization simultaneously.
- Licensed Insurance Agent
- Certified in Social Security
David takes a consultative, educational approach—ensuring you understand your options without pressure, so you can make confident, informed decisions for your future.
Why book a quick consult?
Personalized advice
Get a tailored strategy mapped specifically to your unique situation and business goals.
Clarity on timing & cost
Eliminate the guesswork. Walk away knowing exactly what to expect, when to expect it, and your next steps.
No-cost consultation
A 100% risk-free discovery call. No obligations, just actionable insights you can put to use immediately.
What our clients say
David made the entire process so easy to understand. We finally feel confident and truly excited about our retirement strategy.
I was constantly worried about outliving my savings, but the custom plan laid out gave me complete peace of mind.
Professional, knowledgeable, and genuinely caring. Highly recommend for anyone approaching retirement looking for a solid roadmap.
Ready to get personalized answers?
Book a no-cost consultation with David Morris today.
Sessions typically last 10-30 minutes.
12 Stones Financial Services
[email protected] • (469) 727-3221
I am not connected with or endorsed by the United States government or the federal Medicare program. I do not offer every plan available in your area.
I currently represent 20+ Medicare Advantage and Prescription Drug plan organizations and have access to 100+ Medicare plans depending on service area. Plan availability, benefits, premiums, copayments, and provider networks vary by location and are subject to change. Not all plans are available in all areas. Any information provided is for educational purposes only and does not constitute an offer of coverage. Enrollment in a Medicare Advantage or Prescription Drug Plan depends on contract renewal with Medicare and individual eligibility. For a complete list of plans available in your area, please contact 1-800-MEDICARE (TTY: 1-877-486-2048), available 24 hours a day, 7 days a week, or visit www.medicare.gov.
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