Retirement Planning

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!