Planning for Social Security Retirement and Medicare is often equated to wandering through a maze. Through educational seminars, careful analysis of each client's situation and personal consultations we assist individuals in planning when to initiate Social Security benefits, and determining an appropriate course of action relative to Social Security and Medicare options. We are also able to assist clients with the actual submission of Retirement and Medicare applications to the Social Security Administration.
Disability Applications & Appeals
Filing for Social Security disability benefits can be an overwhelming endeavor. We serve as our client's advocate with the Social Security Administration. We provide guidance, assistance and advice throughout the case development, filing of the claim with Social Security, and monitoring and updating the case during Social Security's processing of the claim.
Through a wide variety of insurance providers, we can offer the following coverages:
We assist seniors in various areas. In the event we are unable to assist, we refer them to appropriate contacts.