Retirement Services

We will provide complete medicare reviews regardless if you are turning 65 or well past. We will work with you until you understand medicare. Then, we check to make sure your Doctor will accept the plans you have or that your drugs will be affordable.  Finally, we help you complete the package to minimize your out of pocket expenses. 

Still, unexpected situations happen. We will annually review with you changes in Medicare and the plan(s) you chose to make sure they will be the best solution for your future. We can answer your questions about part A and part B. Who do you call for Medicare questions throughout the year? We provide our medicare benefits and questions line for you to get quick answers to your concerns.

If you have the need to use past premium payments for current expenses, we can help you.  We have a list of trusted parties to help you.

When the time comes for a transition, we can help make the transition out of your home as smooth as possible.  We have a buyer for almost every home and we can help take the worries out of this most heartfelt transition.