Business Details
Your Trusted Partner for Financial Advisers Solutions
Dragon Financial Services has been dedicated to providing comprehensive financial guidance since our inception. With over three decades of combined experience, our team specializes in retirement planning, health insurance, and tailored financial solutions for individuals, families, and businesses across New Hampshire, Massachusetts, Vermont, Maine, Arizona, and Florida. Our approach centers on personalized service, leveraging deep industry expertise to help clients navigate complex insurance markets and secure their financial futures. We maintain offices in Plymouth and Portsmouth, NH, and pride ourselves on our local knowledge and commitment to community-focused service.Our team includes seasoned professionals with decades of experience in health insurance, Medicare planning, and employer-sponsored benefits, ensuring clients receive informed, compassionate support. We work with major carriers to offer competitive rates while maintaining a concierge-style approach that prioritizes client needs. Our accolades, including industry leadership recognitions, reflect our dedication to excellence and client satisfaction.
Services
Health Insurance
Retirement Planning
Life Insurance
Medicare Supplement Plans
Dental Insurance
Disability Insurance
Employee Benefits Packages
Long-Term Care Insurance
FSA/HRA/HSA Accounts
Social Security Maximization
Highlights and features
- We offer over 30 years of combined experience in financial and insurance advisory services.
- Our team includes licensed health insurance brokers with specialized expertise in Medicare and employer plans.
- We provide personalized concierge service with direct access to New Hampshire-based professionals.
- Our proactive risk management identifies coverage gaps before they become problems.
- We represent 7 major insurance organizations to ensure competitive rate comparisons.
What people say
Personalized service
Dedicated support
Expertise in insurance
Clear guidance
Community-focused approach
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and businesses across six states. Our services include personalized coverage reviews, carrier comparisons, and policy management tailored to clients' specific needs. With access to major insurers and specialized expertise in Medicare and employer-sponsored plans, we help clients navigate complex insurance markets while ensuring cost-effective, gap-free coverage.
Retirement Planning
Our retirement planning services focus on creating customized financial roadmaps for clients at all life stages. We offer Social Security maximization strategies, income protection plans, and estate conservation solutions. With over three decades of experience, our advisors help clients build sustainable retirement income streams while addressing tax implications and legacy planning considerations through annuities and investment vehicles.
Medicare Supplement Plans
We specialize in Medicare Advantage and Supplement Plan comparisons for New Hampshire residents. Our services include detailed policy analysis, coverage gap identification, and enrollment assistance. Our licensed brokers provide ongoing support for plan renewals and changes, ensuring clients maintain optimal coverage as their healthcare needs evolve while maximizing cost-saving opportunities through Part D prescription drug plans.
Employee Benefits Packages
We design customized employer-sponsored benefits packages for small businesses across multiple states. Our services include HSA/FSA account management, compliance package preparation, and employee assistance program implementation. We help businesses attract talent through competitive benefits while maintaining cost control through strategic carrier comparisons and tailored plan structures that meet both employer and employee needs.
Life Insurance
We offer term and permanent life insurance solutions with a focus on estate conservation and legacy planning. Our services include policy analysis, coverage amount recommendations, and integration with broader financial plans. We work with multiple carriers to find policies that match clients' financial goals while providing death benefit protection for dependents and business continuity planning for entrepreneurs.
People
Robert J. Dragon
President, CLTC
With over 20 years in health insurance, Robert has earned industry leadership recognition including the Million Dollar Round Table Top of the Table distinction. He serves on Blue Cross and Blue Shield of NH's Advisory Board and has shaped healthcare policy through engagements with national leaders.
Misti S. Dragon
Vice President
Misti brings extensive experience in employer-sponsored plans and Medicare solutions. She specializes in helping New Hampshire residents navigate complex insurance choices while maintaining a community-focused approach to financial advising and client relationship management.
Amy Duprey
Account Manager
A New Hampshire native with over 20 years in health insurance, Amy specializes in Medicare, individual, and group plans. She focuses on personalized client care, combining technical expertise with compassionate guidance to help clients make informed coverage decisions.
Tobi Beckman
Client Services Representative
With a 20-year career at Anthem Blue Cross Blue Shield, Tobi brings deep industry knowledge as a licensed broker. She specializes in helping clients navigate healthcare systems with clarity and empathy, leveraging her experience in customer service and training.
Chris Chiesa
Internal Strategic Operations/ADMIN
Chris has over two decades of experience with Anthem Blue Cross Blue Shield, specializing in operational support and broker training. He provides strategic oversight for employer-sponsored plans and spending accounts while ensuring smooth administrative processes for clients.
Questions
What health insurance options do you offer for small businesses?
We provide customized group health insurance packages with access to major carriers, HSA/FSA administration, and compliance support tailored to New Hampshire businesses.
How do you help with Medicare plan selection?
We offer personalized Medicare Advantage and Supplement Plan comparisons, prescription drug coverage analysis, and enrollment assistance to ensure optimal coverage choices.
Do you provide retirement planning services outside New Hampshire?
Yes, we serve clients in Massachusetts, Vermont, Maine, Arizona, and Florida with the same personalized retirement planning services available in New Hampshire.
What makes your insurance concierge service unique?
Our concierge service provides direct access to New Hampshire-based professionals with no call centers, offering personalized policy management, claims assistance, and proactive coverage reviews.
How do you handle policy renewals and updates?
We proactively manage policy renewals and documentation changes for clients, ensuring continuous coverage and timely implementation of beneficial policy modifications.
Can you help with individual health insurance plans?
Yes, we specialize in individual health insurance plans with personalized coverage reviews to ensure policies match clients' lifestyle needs and risk profiles.
