Services

Healthcare Planning

Healthcare is likely one of our biggest expenses, and worries, in retirement. plans can be relatively inexpensive now, but more expensive later. Understanding the “whole picture” and looking at your personal situation is critical in making the best decision for you. There are different options, enrollment periods, and other considerations. Some decisions may depend on your lifestyle and travel plans. You’ll want to invest the time with someone who will help you through the maze. You should feel comfortable that your professional is more concerned with helping you understand…than selling you any plan.

My pledge

I’ll provide you with a very clear understanding of your medicare options. This will include any premiums, co-pays, out of pocket costs etc. There will not be any surprises. I will make myself available for questions always.