Understand your Medicare, financial planning, retirement, and lifestyle choices clearly and confidently.
Turning 65 can feel exciting yet overwhelming. We’re here to ease your worries and help you embrace this new chapter with confidence. We will hold your hand through the process and help you navigation major decisions that make you feel overwhelmed
Social Security and retirement income strategies.
Overwhelmed by jargon.
Tax-efficient financial planning.
Estate planning support.
Guidance on senior lifestyle and housing decisions.
Medicare Enrollment
Learn about medicare enrollment
and how to plan effectively.
Initial, General, Special Enrollment periods.
Overview of Medicare Parts A, B, C, D.
Learn about financial strategies
and how to plan effectively.
Budgeting for retirement.
Managing retirement income.
Tax implications and efficiencies.
Learn about lifestyle transitions
and how to plan effectively.
Downsizing considerations.
Relocation and senior-friendly communities.
Healthy, active lifestyle tips.
Learn about estate planning
and how to plan effectively.
Importance of Wills, Trusts, Power of Attorney.
Healthcare directives and end-of-life preparation.
Troy Scott is the founder of My Financial Life LLC, a licensed insurance agent serving multiple states, and a proud U.S. Navy veteran. Known as the Medicare Troubleshooter, he helps clients cut through confusion and make confident decisions about their healthcare and financial future. With over 26 years of broad financial experience, Troy specializes in guiding individuals, families, and business owners through retirement planning, wealth protection, and tax obligation resolutions for high-net-worth clients. His total client model ensures that support goes beyond insurance, addressing the full scope of life’s financial challenges. Clients describe him as a financial manager for life’s issues, someone who sees the whole picture and creates strategies that grow with them over time. Beyond his professional work, Troy is a devoted husband, father of eight, and grandfather of sixteen, whose family values drive his passion for helping others build lasting security and peace of mind.
Christopher Davis serves as the Chief Operating Officer of My Financial Life, where he is dedicated to building teams and systems that empower families to achieve lasting financial success. With more than three decades of leadership experience, Christopher has built his career on the principles of integrity, mentorship, and service, consistently leading by example and ensuring that clients’ best interests remain at the heart of every decision.
Throughout his tenure, Christopher has been recognized for his ability to develop high-performing teams through a culture of trust, accountability, and professional growth. He is passionate about coaching and mentoring, guiding both clients and colleagues to reach their fullest potential. His leadership style reflects a deep commitment to doing what is right, not what is easy, and to creating opportunities that leave individuals and families in a stronger position than before.
"The advisor helped simplify our financial and Medicare decisions, giving us peace of mind."
"Excellent insights on retirement planning that helped me prepare financially and personally."
"I was completely lost when it came to Medicare, but this service provided clarity and confidence in my decisions"
Get expert guidance on when and how should i enroll in medicare?.
Get expert guidance on how do i maximize social security benefits?
Get expert guidance on what financial steps should i take at age 65?
Get expert guidance on should i consider downsizing or relocating?.
Get expert guidance on how do I begin estate planning?
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