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I'm Preparing for Retirement


Michael's Story

~ below ~





Time with Loved Ones

Everyone wants to think of retirement as a time to relax. So, leaving the planning process to a skilled advisory team is a smart choice. Our financial and insurance advisors work with you to pull all the individual pieces of your retirement together to form a sound plan. Whether you are seeking a smooth transition to Medicare without gaps in coverage, need to understand your 401(k) options, or want assurance that your income will last during retirement, our advisors offer the experience and knowledge to help you craft a plan to work toward a secure retirement.   

Our advisors seamlessly coordinate the timing of your retirement with electing Medicare.

  • Mike’s 65th birthday is in September

  • He wants to retire at year end AND have his Medicare effective January 1st

  • Mike and everyone else turning 65 in September CANNOT elect a January Medicare start date (Medicare’s enrollment rules will not allow)

  • Fortunately, Mike contacted us the minute he began thinking about retirement, allowing our advisors to provide him with timely counsel to adjust and keep his retirement plans on his terms. Otherwise, Mike would have unknowingly continued with his plans, been forced to pay for overlapping coverage or experience a coverage gap for himself and/or his spouse.*

Michael's Story: Medicare is NOT always straightforward. . .

Our advisors have the expertise required to help you navigate complex Medicare enrollment scenarios...Retire on your own timing and avoid costly mistakes.


Solutions for Spouses with Age Gaps

  • Numerous Healthcare Options

  • Plans that participate with the doctors and specialists you want to see

  • We generate a computer analysis to see which drug plans cover your prescription drug list at the lowest out of pocket cost.

*This is a hypothetical example; results may vary. 

To learn more about

HOLISTIC Financial Planning

Call us today


For a FREE Consultation


Transition into Retirement

Your retirement plans coordinated by a

skillful advisor and not dictated by the

federal government.

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