DESCRIPTION:

A full review that covers all benefits you currently have, and exposes any pitfalls you may or may not be aware of.

WHEN SHOULD I DO THIS?

Since financial needs and Medicare benefits are always changing, we suggest a full review when you're getting very close to retirement and/or every year thereafter.

DESCRIPTION:

A thorough review of financial well-being with one of our certified financial advisors.

WHEN SHOULD I DO THIS?

Most commonly, we perform these assessments after a loved one has already passed away. In most circumstances, this isn't ideal. We strongly suggest that you review your finances with a licensed advisor at ages 40,  55, 60, 62, and 65 - then every 2 years thereafter. It's imperative to have a solid plan before your loved one has passed.

DESCRIPTION:

Every year, your Medicare benefits will change. This is the most common service that we provide to our clients. We'll always provide a non-biased review of your current Medicare coverage, from front to back.

WHEN SHOULD I DO THIS?

Being that your Medicare benefits have such a profound affect on all other aspects of your retirement well-being, we suggest doing an annual review at the very least. Often times, unexpected events occur in between these annual reviews. Should something come up and you need to start using your Medicare benefits much more than usual, we highly suggest a thorough review of all your current benefits.

• A full out-of-pocket cost analysis
• Medicare Advantage vs Medicare Supplement comparison
• Burial costs review
• Hospital/Ambulance costs review
• Dental, vision, and/or hearing coverage review