Medicare, Life Insurance & Retirement Planning in Minnesota, Wisconsin, Iowa & Beyond

Trusted guidance for business owners and seniors seeking Medicare support, life insurance solutions, and meticulous bookkeeping. Proudly serving Eagan, the Twin Cities, and licensed across 9 states.

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YOUR PARTNER IN FINANCIAL CLARITY

Integrated Medicare, Insurance, and Bookkeeping in Eagan MN

At The Jean Braun Group, we believe true security comes from understanding both your finances and your health coverage options. Our team is dedicated to helping seniors 60+, business owners, and anyone seeking a confident path to retirement. With our dual expertise in accurate bookkeeping and licensed insurance services, we help you stay organized, prepare for tax season, cover Medicare gaps, and protect your legacy.

Our Philosophy

Financial and Retirement Guidance With Heart

We know that financial decisions aren’t just about dollars and cents. They’re about your family, your business, and your future. That’s why our approach balances technical rigor with genuine care. When you work with us, you’re not just a file or a policy number. You are a partner in a long-term relationship built on trust, accuracy, and open communication. From organizing your business’s financial reporting to helping you select a Medicare plan or planning final expense coverage, we are here to make the complex simple. Our clients appreciate our client-centric mindset and the peace of mind that comes with knowing every recommendation is backed by a deep understanding of their unique situation. At The Jean Braun Group, we help you face life’s changes with confidence.

Why Choose The Jean Braun Group

Personalized Support and Proven Results

Clients rely on us for more than just technical expertise. They value our attention to detail, clear communication, and unwavering commitment to their goals.

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Integrated Medicare, life insurance, and bookkeeping services

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Licensed in Minnesota, Wisconsin, Iowa, Florida, Michigan, Ohio, Virginia, North Carolina, and South Carolina

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Four plus years of proven accuracy and reliability

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Client-first approach with fast, responsive service

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Meticulous QuickBooks Online setup and financial reporting

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Clear, actionable roadmaps for business owners and retirees

What We Offer

Comprehensive Support for Every Stage

We serve clients in Eagan, the Twin Cities, and across nine states with a full portfolio of Medicare, life insurance, and bookkeeping services. Our expertise ensures you get the right combination of accuracy, support, and peace of mind.

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Medicare Guidance

Compare Medicare Parts A, B, and D and get clear answers on what is covered and what is not. We help you avoid costly gaps and make confident choices.

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Medigap & Supplemental Insurance

Bridge the 20 percent gap that traditional Medicare does not cover. We explain your Medigap options and support you through every step.

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Life Insurance Solutions

Protect your loved ones with term, whole, or indexed universal life insurance. We help you select coverage that fits your needs and your legacy goals.

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Annuities & Retirement Income

Get guaranteed income for life or a set period with fixed, indexed, or variable annuities. We discuss how annuities can fit your retirement strategy.

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QuickBooks Online Setup

We set up and maintain your QuickBooks accounts, ensuring your business reports are organized and ready for tax season.

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Financial Reporting

Access timely, accurate financial statements and actionable insights to drive your business forward.

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Tax Preparation Support

We help you prepare for tax season with organized records and expert compliance support, so you can file with confidence.

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Budget Planning & Business Roadmaps

Receive personalized planning to maximize your business efficiency and set a clear path to growth.

Your Experience Matters

Tell Us How We Did

Clients rely on us for more than just technical expertise. They value our attention to detail, clear communication, and unwavering commitment to their goals.

FAQS

Answers to Your Medicare, Insurance, and Bookkeeping Questions

  • What makes The Jean Braun Group different from a typical insurance agency?

    Unlike high-volume agencies, we provide a unified approach to your financial life. By combining professional bookkeeping with licensed Medicare and life insurance expertise, we ensure your retirement and protection strategies are grounded in your actual financial numbers.

  • How quickly can I expect a response when I reach out?

    We value prompt communication and professional service. Whether you contact us via phone, text, or email, every inquiry is answered within 24 hours.

  • Where is The Jean Braun Group located and what areas do you serve?

    We are based in Eagan, MN, and proudly serve the Twin Cities area. Additionally, we are licensed to provide insurance and Medicare services across Minnesota, Wisconsin, Iowa, Florida, Michigan, Ohio, Virginia, North Carolina, and South Carolina

  • Do I need an appointment to speak with someone?

    Yes, we operate by appointment to ensure every client receives dedicated, focused attention. Our standard business hours are Monday through Friday, 9:00 AM to 5:00 PM.

  • Can you help both small business owners and individuals?

    Absolutely. Our services are specifically designed for small business owners looking for financial clarity and seniors or retirees who need to secure their health and legacy through Medicare and life insurance.

  • Is there a cost for an initial consultation?

    We offer a no-pressure, obligation-free consultation to discuss your needs. We believe in building a relationship of trust before moving forward with any service.

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