Retirement Plans

Determining how much money you will need to retire - depends on your retirement dreams (travel, family needs, etc). With issues such as social security, medicare, estate planning; You need to develop a plan to secure your future and have your funds last. Many issues need to be addressed in retirement planning.

• Social Security, Medicare, and health coverage’s

• Overview of social security
• When to take social security benefits
• Medicare parts A,B & D
• Medigap policies
• Medicare prescription drug coverage
• Long term care coverage

• IRA's

• 401K Rollovers

• Estate Planning

• Wills
• Powers of Attorney
• Trusts

• Accumulating retirement funds

• Making your retirement funds last

Call us today or fill out our form and we can advise you how to get started!