Retirement Planning & Social Security
Whether you're getting close to retirement or just starting to plan, we can help you navigate Social Security, Medicare, and your retirement savings options.
Assistance with Social Security benefits
Enrollment in Medicare part A and B can be difficult for many people. I will be able to help you with the process, help you get your prescription drug plans aligned with the cheapest solution and get you enrolled in the best Medicare Advantage or Supplement based on your personal needs. There are MANY options. I'll help you sort it out.
Assistance with Medicare
Many people need help to figure out how to get started with Medicare. If you don't sign up correctly, you could be penalized the rest of your life. I've assembled the most frequently asked questions.
- What is Medicare?
- Am I eligible for Medicare?
- When should I enroll in Medicare?
- Do I have to enroll when I turn 65?
- What happens if I'm still working?
- Can I delay Medicare?
- Will I be penalized if I enroll late?
- What if I'm covered under my spouse's employer plan?
- What documents do I need to enroll?
- How long does enrollment take?
Retirement planning
- Roth
- IRA
- 401k Options
- Wealth Management
- Annuities