Stephanie Swerczek

Stephanie’s career path has included positions in accounting, finance, banking and insurance. In addition to her education at College of Saint Mary’s, work experience has proven to be critical to assisting her clients with their insurance needs. In 2017, Stephanie started Simplified Financial Solutions, LLC as an independent insurance agent with the vision of helping people SIMPLIFY their health insurance plans. She is committed to maintaining the highest standards of service, integrity and professionalism in the relationships she builds with her clients. Through careful listening and analysis, the ultimate goal is to identify client’s financial and protection needs, find affordable and appropriate insurance solutions, exceed their expectations and make the process SIMPLE.

Stephanie specializes in educating people that are newly eligible for Medicare on each part of the “alphabet soup” and guiding them on the important decision of which supplemental plans fit their needs the most. She also assists clients in finding affordable health insurance plans and Medicaid spend down strategies as those plans constantly evolve and are subject to changes at both the state and local levels.

When Stephanie is not busy at work, she enjoys spending time with her family either walking, hiking, gardening, playing games or partaking in sporting events. She especially enjoys the opportunity to volunteer and give back whenever the opportunity arises.

Areas of Focus:

• Medicare Plans
• Individual Health Insurance (On and Off Exchange)
• Dental & Vision Plans
• Other Ancillary Services (Hospital Indemnity, Cancer, Short Term Care)
• Final Expense

Stephanie Swerczek
Simplified Financial Solutions
stephanie.swerczek@gmail.com
c) 402.670.0357