Medicare and Social Security Planning

Choosing the right Medicare plan can save you a great deal of money. We sit down with our clients at no charge and go over their needs, health, budget and the geographic location they live then give them recommendations based on that information. We work all of the major carriers and are not biased to push our clients into one particular company. Medicare supplements of the same Plan-type; for example Plan F, must have the same exact coverage as each other. the only difference is the price you pay for the policy.

Social Security Income planning can be even more important. There are many claiming strategies you can select (especially important for married couples) that can dramatically increase your income. We enter your data into our Social Security planning tool then come up with the optimum claiming strategy based on your needs, longevity estimates etc. Click her for a link to my blog on Social Security Claiming strategies