Retirement and Medicare Counseling & Enrollment
Planning for Social Security Retirement and Medicare is often equated to wandering through a maze. Through educational seminars, careful analysis of each client’s situation and personal consultations we assist individuals in planning when to initiate Social Security benefits, and determining an appropriate course of action relative to Social Security and Medicare options. We are also able to assist clients with the actual submission of Retirement and Medicare applications to the Social Security Administration.
Through a wide variety of insurance providers, we can offer the following coverages:
- Medicare Advantage
- Medicare Supplement
- Part D Drug Plan
- Dental, Vision & Hearing
- 401k Rollovers/IRA’s
We assist seniors in various areas. In the event we are unable to assist, we refer them to appropriate contacts.