Did You Know That We Can Help With Medicare Plans?

When we meet with clients as they prepare to retire, two of the core and structural things we spend much time on in overall planning are Social Security, as well as medical insurance. On the Social Security side, there is lots to know, and we appreciate the opportunity to bring clarity, as it is an important decision that needs to be carefully considered for each person. Regarding the insurance side, we often shift from employer-based coverage to the filing of Medicare and combine it with a supplemental plan. We have found that this can often be confusing and overwhelming to go through, as we need to gain an understanding of the Government side of things, as well as what might be the best option for us on the Medicare and Affordable Care Act side.

While we have an in-depth understanding of how all of this works, and love providing clarity in this area, we are now able to take this opportunity to a higher level. Brandon Bailey, a member of our team, provides extensive experience in the Medical and Affordable Care Act arena, and we are pleased to bring this to you. So, whether you are still determining what needs to be done or already have a supplement plan and just have some questions, please give us a call. We can help with all stages of the process, including applying for the insurance coverage that best works for you and your family.

Thank you.

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