Medicare Benefits
Turning 65 can come up on you fast! It's urgent to prepare and get educated accordingly. Approximately 90 to 120 days prior to your 65th birthday month is the perfect time to initiate the education process.
.
We recognize that your needs and situation are unique. We spend the time to get to know you to make sure that you get properly educated and prepared for Medicare, Retirement & Social Security Optimization that fits your lifestyle.
Turning 65 can come up on you fast! It's urgent to prepare and get educated accordingly. Approximately 90 to 120 days prior to your 65th birthday month is the perfect time to initiate the education process.
Medicare Advantage plans are new health care options that are part of the Medicare program. Coverage may include Medicare Part D prescription drug coverage as well as hospital, doctor, skilled nursing, and other medical services.
A Medicare Supplement (Medigap) insurance, sold by private companies, can help pay some of the health care costs that Original Medicare doesn't cover, like copayments, coinsurance, and deductibles.
Medicare Part D is essential for managing prescription drug costs, ensuring access to necessary medications. It protects against high out-of-pocket expenses, promotes adherence to treatment plans, and supports overall health and financial stability for Medicare beneficiaries.
A Social Security analysis helps maximize benefits by assessing the best timing and strategy for claiming. It ensures informed decisions, aligning benefits with retirement goals to enhance income stability and financial security throughout retirement.
An asset allocation consultation is vital for aligning retirement savings with financial goals, risk tolerance, and market conditions. It ensures a diversified portfolio, maximizes returns, and adjusts strategies to meet evolving needs and long-term financial security.
Long-term care insurance protects against the high costs of extended care, preserving savings and providing access to quality services. It ensures financial security, reduces the burden on loved ones, and supports independence during life's later stages.
Annuities provide guaranteed income, offering financial stability and peace of mind in retirement. They help manage longevity risk, ensuring a steady cash flow, and can complement other savings to secure a comfortable and predictable future.
ABOUT US
When it comes to retirement, we know that making the right choices for you and your family can be daunting. To help you make the right decision we take a commonsense approach – we ask questions, listen to your answers and only then recommend the type of solutions that will fit your particular needs.
We are trained to ask the right questions to find the best plan options for your wants, needs, budgets and philosophies to maximize all your benefits, resulting in the lowest cost possible.
Our mission is to exceed customers' expectations and secure their future by offering professional advice, education, and value added service with a personal touch.
WE ARE HERE FOR YOU