Medicare enrollment is typically the first step in the retirement roadmap. Prior to turning 65 there are many things to be educated on and we are the guide. We transition our clients as smoothly as possible each step of the way.
Medicare enrollment doesn’t end the client journey with us as we become a continued partner. We help our clients layer other programs as needed at various stages of the retiree process. And as a 3rd party, we can help intervene when solutions could not be found directly with the insurance company.
Let us help build your roadmap!