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Social Security & Medicare Planning





You've worked your whole life to build value in a Social Security Benefit that plays an important role in your retirement security. Getting the most out of the dollars you diligently paid into the Social Security System is a major focus of the Retirement Planning process we implement for our clients. Understanding the many rules and strategies applicable can be a complex undertaking, and the decisions you make today may have a tremendous effect on the benefits and values you stand to receive over the rest of your life.

Some of the aspects we help you understand includes but is not limited to: 

  • When to apply for Social Security
  • How to maximize your benefits to the fullest extent
  • How spousal, divorced-spousal and survivor benefits work
  • How Social Security will affect income taxes 
  • How to coordinate Social Security with other retirement income sources 


Are you or a family member searching for a Medicare Coverage Program that is appropriate for your unique needs? Our customized analysis offers the insight necessary to bring a complex and confusing topic into a simplistic summary of information; so you can make the informed decisions necessary to protect the future of your healthcare and of those you love.

Each person's unique medical history and financial situation plays an important part in deciding what meets your needs - needs we focus on and listen to with devotion. We will teach you how Medicare operates and help you understand all the moving parts of this complex system.

You can expect to receive a unique analysis as well as a complete explanation of Medicare and the various aspects of Part A, B, C, and D. Additionally, we will guide you through supplement and advantage plan options and assistance with processing paperwork. 

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