Senior Solutions Group offers a step-by-step process to ensure peace of mind regarding health and wealth planning for your future.
You’ve spent years working hard and climbing the mountain toward a better life, family, health, career and finances.
Now it’s time to survey your areas of greatest progress, as well as where you will need strengthening in order to make your future years more rewarding, relaxing and enjoyable.
Our Health and Wealth Check-up with You
Our agents will help you go through this simple checklist to make sure you maximize your benefits and opportunities, while decreasing your risks during retirement.
Health Planning
Healthcare is typically your biggest investment now. Selecting the right plan is vital to offset potentially catastrophic bills.
Here are areas where we can assist:
MEDICARE
How it works, when is the right time to sign up for Part B, coverage and gaps.SUPPLEMENT PLANS
Medigap or Medicare Advantage. Which is best for you?DENTAL/VISION
The importance of dental health and vision.PRESCRIPTIONS
We look up your medications to find the best plan option.CRITICAL CARE, CANCER, HEART/STROKE
Affordable insurance that pays a lump sum in the event you are diagnosed. Funds are available for anything you choose: medication, treatment, travel expenses, etc.EXTENDED/LONG TERM CARE
Multiple studies show of those over the age of 65, fifty percent or more will need LTC during their lives. Since this is not considered medical care, Medicare and supplemental Medicare insurance plans do not cover these expenses.
Wealth Planning
Maximize your current wealth by taking advantage of all areas of income. Planning now is key.
SOCIAL SECURITY
A major source of income for most retirees. The right time to claim it varies for each person.INVESTMENTS
Mutual funds, bonds and annuities can play a big role in meeting expenses and lifestyle expectations in retirement. A healthy mix of asset protection and guarantees will help you achieve your retirement goals.EXAMINE RETIREMENT RISKS
Longevity (outliving your money), inflation, and receiving lower returns on your investments when making withdrawals for your retirement income.LIFE INSURANCE
Alleviates the burden from your family and gives everyone peace of mind. Funds can cover lost income for surviving family members, pay off home, bills, burial, etc.FINAL EXPENSE
Funds available quickly are designed to cover the bills that your loved ones will face after your death. These costs will include medical bills and funeral expenses.LEGACY SAFEGUARD
A free step-by-step process to plan the details of your funeral.
Helping Seniors Navigate Medicare Enrollment
Let us help you reach the Summit!