You and a Social Security expert will review your situation and help you understand your claiming options, based on age, marital status, work history, and retirement goals. Ideal for single people and married couples looking to evaluate their claiming options and make an informed Social Security filing decision as they transition to retirement. Includes a 30-minute one-on-one virtual meeting and a personalized PDF report.
You and a Social Security expert will look at your situation and help you understand your options for claiming Social Security benefits. They will consider your age, marital status, work history, and retirement goals. This service is good for single people and married couples who want to learn about their claiming options and make a smart decision about when to start their benefits as they get ready for retirement. It includes a 30-minute virtual meeting just for you and a personalized PDF report.
For more complex Social Security cases, or for those who have questions about the benefit sign-up process, an extended consultation with an expert will answer all of your questions. Whether it’s multiple past marriages, income considerations, or a desire to continue working while collecting benefits, we’ll craft a plan that meets your unique needs and empower you to reach your retirement goals. Includes a 60-minute one-on-one virtual meeting and a personalized PDF report.
You and a Medicare expert will review your situation and help you understand your coverage options, cost estimates, and key considerations. Ideal for single people and married couples looking to gauge the impact that healthcare expenses will have on their retirement finances. Includes a 30-minute one-on-one virtual meeting and a personalized PDF report.
For those with questions or concerns about specific Medicare or retirement healthcare plans, or who need help with the sign-up process for public or private insurance, extended time with an expert will provide answers to all your questions. Includes a 60-minute one-on-one virtual meeting and a personalized PDF report.
You and a Medicare/Social Security expert will review your situation and help you understand your filing age considerations, coverage options, and the impact of these two programs will have on your retirement. Ideal for single people and married couples looking to gain a better understanding of how Medicare and Social Security uniquely relate to your post-working years. Includes a 60-minute one-on-one virtual meeting and a personalized PDF report.
For those with questions or concerns about specific Medicare or retirement healthcare plans, a unique Social Security situation, or who require help with the sign-up process for these programs, our most comprehensive offering provides the support you need to enter retirement with full confidence in the major decisions you make during this transitional period. Includes a 75-minute one-on-one virtual meeting and a personalized PDF report.