Social Security & Medicare Planning

Creating a well-rounded retirement plan includes determining the expenses you’ll have in retirement and how you will pay for them. As your retirement draws near, it’s important to start learning how Social Security and Medicare will factor into your retirement plan, as they will play an integral role covering some of your expenses.

We can work with you to help plan and better understand your Social Security and Medicare eligibility and enrollment options. It’s important to consider your options carefully, because some of the decisions you make cannot be changed later on and you may miss out on financial opportunities.