Retirement Navigator

Medicare 101 is a complete overview of the Federal Medicare program. First and foremost, we want to make sure coming onto Medicare right at 65 is the most cost-effective option for you. If so, we will go through the parts of Medicare, the enrollment periods and rules, as well which medical services it does and does not cover. This conversation should be had prior to looking at ANY company's insurance plans.

The goal of this meeting is to understand what benefits you will need to replace when you become a retiree. In our working years, we are offered medical care, dental coverage, life insurance and usually some sort of retirement vehicle. After talking with your licensed advisor, you will understand the different options available to protect your retirement income and manage your health. In addition to that, you will learn how to make your 401k or Roth savings continue to grow in retirement.

We will help you understand the different life insurance options, and which one may be best for you at a specific point in your life. A lot of folks lose their life insurance when they retire, and unfortunately, do not have proper guidance on how to continue to protect their families. We begin all meetings with a "Fact Finder"--the goal of this is to determine if you have a need, and the best solution. We don't want to sell you something that won't benefit you, so this will be a thorough conversat

Most seniors can't live off Social Security alone. A lot of seniors also retired with a 401k that is now sitting in savings--not growing. This presentation will help you understand how to make your hard earned dollars grow even further in retirement. Could you benefit from an additional paycheck each month? Schedule an appointment to learn about low to no-risk investment opportunities to secure your lifestyle well into your Golden Years.