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.