Medicare/Social Security Strategies
At our practice, we understand the complexity of navigating Medicare and Social Security benefits, which are integral components of retirement planning.
Medicare* planning involves helping clients understand their healthcare options under the Medicare program, including coverage for hospital stays, doctor visits, and prescription drugs, ensuring they make informed decisions that align with their healthcare needs and financial goals.
Social Security planning entails optimizing benefits to maximize income during retirement, considering factors such as timing of claiming benefits, spousal benefits, and potential tax implications.
By offering Medicare and Social Security planning, we provide our clients with the knowledge and guidance needed to make strategic decisions that optimize their benefits, minimize healthcare costs, and enhance their overall financial security in retirement. We believe in empowering our clients to navigate the complexities of these government programs confidently, ensuring they can enjoy a comfortable and a financially confident retirement.
*Offering Medicare and health insurance products are an outside endeavor Jeff is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.