Services
Social Security Advising
Intended to be a form of income as early as age 62, Social Security was designed as a social insurance. Deciding when to start drawing it is one of life’s biggest decisions. We can help!
Medicare Advising
Similar to Social Security, it is also a type of social insurance, but is intended to cover only a portion of medical expenses beginning at age 65 (or earlier for special circumstances). Deciding what kind of Medicare coverage to purchase could save you hundreds of dollars a month.
Other Insurance Advising
If you need insurance before age 65 but after retirement and need education on Marketplace Insurance (healthcare.gov), we have important information for you! We can also discuss life insurance, disability insurance, and long-term care insurance.
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The first 1-hour session is complimentary! So don’t wait to schedule!