Medicare & Social Security
Consulting Services for Medicare & Social Security Retirement Benefits
Medicare and Medicare Supplement Insurance
Understanding the options available with Medicare and knowing which one is the best fit for you can be daunting. We review each Medicare option available so you are prepared to make an informed decision. Together we will work through your particular circumstances and needs to determine the best Medicare solution for you.
Claiming Social Security Retirement Benefits
Deciding when to begin collecting Social Security retirement benefits is one of the most important retirement decisions you will ever make. This decision will permanently determine your monthly Social Security income and any survivor benefits. There are many factors you need to consider such as your current financial needs, your health and family longevity, whether you plan to work in retirement, your other income sources, if you are currently married, or were ever married, your spouse’s situation and more. We help you navigate the complexities of the Social Security system, provide a detailed personal report of your options, and develop an optimal claiming strategy for your situation.