We provide personal consultations to guide you through the critical process of accessing your Social Security and/or Medicare options. We look at your individual needs and preferences and help ensure that your health and your dollars are maximized.
Medicare is complicated:
Medicare is not a simple program. There are several different parts, many confusing regulations and a lot of important decisions to be made. Every year drug coverage, co-pays and out-of-pocket costs can change, while doctors and hospitals and other providers may opt in or out of the system.
Making the most informed choices about how your hospital, medical and prescription drug services are delivered to you can save thousands of dollars over the course of your life (and in some cases every single year). There is no one-size-fits all.
Social Security is about timing:
Deciding when to begin receiving benefits can be a major life decision. It can impact your long term financial security, your retirement prospects and your federal tax burden, or it can provide an immediate and welcome lifeline.
Our mission is to provide the information, expertise and perspective needed to help each individual make the most of his or her Social Security and/or Medicare benefits.