The money saved from years of hard work can be depleted quickly when faced with a health crisis or simply living too long.

We work with baby boomers, seniors, people who are retiring and retirees who want to protect their retirement savings for the long term. Retirement planning involves many facets, including a careful review of potential health care needs. This includes examining your Medicare options to take steps to help protect your finances. 

We’ll examine what will or will not be covered by Medicare and take steps to address any gaps in coverage and, most importantly, protect you from the unexpected. We work with many of the top insurance carriers for ancillary health insurance plans, which include Long-Term Care, Lump-Sum Cancer, Heart Attack & Stroke, Hospital Indemnity, as well as Dental, Vision & Hearing plans.

As you approach retirement and you plan on transitioning from your employer-sponsored group health insurance coverage, you’ll have many questions regarding Medicare. I’ll help answer those questions and helping you evaluate your coverage options to develop a strategy that addresses your financial and medical needs and concerns.

Medicare and Health Care planning is just one of the many elements involved in Asset Preservation. The strategy you used to accumulate your retirement monies will not work once you are retired and using that monies for income. You want to use a different safe strategy which will help to handle sequence of return risks, as well as the insecurity of market ups and downs. Whether you want growth or income strategies, we can help you make sure you can meet your long-term income needs.

We enjoy partnering with Financial Advisors, Elder Law Attorneys, Retirement Advisors, Estate Planners and CPAs who you might be working with to create a well-rounded plan of action that is aligned with your best interests and unique needs, goals and preferences. And my services are at no cost to you.

We’re here to help you explore your plan options to create a strategy designed to help you address your longevity needs.

Remember, we work for you so that you can have Peace of Mind now and into the future.