Secure Your Future With Us

Experience Expert Advice And Exceptional Service

At Trusted Financial Group, we provide expert advice to help you secure your future and personalized service tailored to what matters most to you.

Trusted Financial Group 
aim to Provide professional care and Quality Service.

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Trusted Financial Group is an independent agency specializing in life, health, Medicare, and group benefits. We are committed to helping our clients protect themselves, their families, and their businesses through innovative insurance solutions and exceptional customer service.

At Trusted Financial Group, we understand that insurance can be complex and confusing. That's why we are committed to making the insurance process as simple as possible. Our team is always available to answer questions and provide guidance, so our clients can make informed decisions about their insurance needs.

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We are experienced, reliable and professional.

You can count on us for high-quality services because our experts have been in the industry long enough to know what matters most to you: good customer service and quality guidance.
Trusted Financial Group LLC - Best Insurance Agency In Rock Hill, SC specializing in life, health, medicare, Group Benefits

Life and Health

You've taken a considerable risk by starting your own business. Let us help you protect and grow that business with insurance customized to help meet your needs.

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Trusted Financial Group LLC/ medicare

Medicare

If you’re on Medicare, or will be soon, you need to make sure you have the best insurance coverage possible. That’s where we come in.

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Group Benefits

Employees are a company's most valuable asset. Comprehensive employee benefits can attract, motivate and retain employees.

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The Advantages of Working with Us

Here are few reasons you should work with an Independent Insurance Agency

One-stop shopping experience

You will be able to find multiple companies and wide options

Easy 
Switching

Switch without hassle and find the most suitable insurance

Unbiased
 Advice

We don’t represent one company and can give you multiple options to choose from

Personalized 
service

Higher quality customer care than big corporate companies

Your 
advocate

We help all the way from policy reviews to claims assistance

Click & Learn

Insurance Coverage

Automatic Medicare Enrollment
Enrolling in Medicare
Retention & Recruitment
Employees & Families Coverage
Tax Deductible Premiums
Adult Day Care
Modifications to House

Automatic Medicare Enrollment

Risk Factors

Some people get Medicare Part A (Hospital Insurance) and Part B (Medical Insurance) automatically and some people need to sign up for them.

Solution

People living in the United States and U.S. Territories who are already collecting Social Security—either disability or retirement—are automatically enrolled into Part A and Part B when they’re first eligible.

Enrolling in Medicare

Risk Factors

Not knowing when to enroll in Medicare can be challenging.

Solution

You can only enroll in Medicare if you meet certain requirements and for a specific amount of time. There are rules for each of these enrollment periods, and if you fail to comply, you may end up paying financial penalties.

Retention & Recruitment Coverage

Risk Factors

Most people want to work at organizations where they feel valued when they knock a project out of the park or meet a tight deadline. But they also want to know their company cares about them on a personal level. If they don’t feel valued, they might start losing interest.

Solution

Since many organizations don’t offer vision benefits as part of their healthcare package, providing them at your company can give you a leg up in recruiting and retention efforts. Prospective and current team members will see you’re willing to go the extra mile for them, giving you a better sales pitch for promising new talent and potentially making valuable employees more likely to stick around for the long haul.

Employees & Families Coverage

Risk Factors

When an employee gets disabled due to an accident or a disease, they may keep thinking about the medical expenses and lose their peace of mind.

Solution

It replaces some or all employees' income during disability to keep them focused on recovery and returning to work.

Tax Deductible Premiums

Risk Factors

Businesses are always concerned about how much tax they should pay.

Solution

You can take pre-tax company-paid premiums as a business tax deduction.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.

Testimonials

  • Christopher Potts came to my home and went over all the plans for Medicare Advantage with my wife and I. This man was easy to understand and wasn’t rushed in any way. Very professional and was a pleasure to be around. I would recommend him to my friends and family for sure.

    Harrison Cook

  • Christopher Potts was very helpful for helping me get health insurance. He took the time to send multiple options, talk about the differences between the plans, and helped me understand the value each plan offered and how it fit my individual needs.


    Amanda Hunter

  • Chris is the best! Provided me and my family with several different options for coverage to make sure we got exactly what we needed. When there was an issue with some of our paperwork, he went out of his way to get the situation corrected and made sure I was aware any time something came up that we hadn’t previously discussed.

    Andre Thompson

  • We are a small business and needed help saving a little every month with our health insurance. Chris was able to find a plan that worked for us and saved us hundreds every month! He is your man for all of your insurance needs! Highly recommend!


    Jen Symons

  • Chris Potts was incredibly helpful and knowledgeable. it is obvious that he really knows his stuff when it comes to Insurance. He advised us on supplemental medicare and individual health plans. We highly recommend Chris!


    Kathy Culler

  • Christopher Potts and the team at Trusted Financial Group expertly assisted us with our health insurance enrollment and we couldn't be more happier. I have the upmost respect for their services and highly recommend them to friends and family whom could benefit from their health insurance and life insurance services. Thanks again 

    Brian White (MediaZeus)

News & Blog

Latest Insight, Insurance Trends

January 30, 2024
Flatten Your Belly Fast: 10 Foods to Banish Bloat!

Bloating – a common woe that can make you feel uncomfortable and affect your confidence. If you've been struggling to flatten your belly fast, the solution might be as close as your kitchen. Bloating can be eliminated, and you'll feel lighter and more energized by including the correct foods in your diet. Taking steps toward […]

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January 26, 2024
Health Insurance Red Flags Don't Fall for These Costly Mistakes!

In the complex health insurance landscape, navigating the fine print can be as challenging as deciphering a foreign language. While health insurance is a crucial safeguard for your well-being, it's essential to avoid common pitfalls that could lead to financial setbacks and coverage woes. In this guide, we'll uncover some health insurance red flags you […]

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January 22, 2024
What You Didn't Know About Medicare Advantage Open Enrollment!

As the fall season approaches, there's more than just a change in weather on the horizon for those enrolled in Medicare Advantage plans. The time of year often slips under the radar but holds significant importance for many seniors – the Medicare Advantage Open Enrollment Period. Understanding the Basics Medicare Advantage, or Medicare Part C, […]

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866-249-7338
1721 Ebenezer Rd, Suite 290 Rock Hill, SC 29732

Rock Hill, SC

We extend coverage to individuals and businesses in Rock Hill, SC and surrounding areas.
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