Charlotte, NC telephone (704) 878-1100 Wealth Management for Airline Pilots
Social Security / Pensions / Medicare
We will help you decide how to best leverage these valuable benefits.
Social Security and Pensions are valuable benefits that help reduce the risk of living a long life. Decisions on when to start these income streams and which survivor benefits to select are, for the most part, irrevocable once income starts. Medicare choices will drive the quality and cost of health care for the rest of your life. Yes, there are rules of thumb, but everyone’s situation is different. You have one chance to get it right.
When we create your retirement models, we will help you quantify the benefits of different Social Security and Pension options. It is through this quantification that you can make educated decisions regarding what is best for your family. We will help you understand the various Medicare options and costs so that you make informed choices and understand how to reduce health care costs in retirement.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wings Wealth Management, a registered investment advisor and separate entity from LPL Financial.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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