fbpx

Medicare

The months leading up to your 65th birthday is referred to as your initial enrollment period. During this time, you may receive mail pieces and phone calls that will ask you to make a decision that impacts your finances and health coverage.

Some of these plans may not even be offered in your area, and going with the wrong plan could cost you hundreds of extra dollars a year.

It is not only our goal to help you choose the best Medicare plan for your needs, but also to help you confidently know how it will work alongside the other factors of your retirement plan. And through continued customer service as our client, we help ensure that you make the best use of your Medicare plan, no matter where your health takes you.

Here are some ways Blia Yang, our Retirement Professional, can help you:

  • Understand the A, B, C, D’s of Medicare
  • Unbiased review of the “Wisconsin Buyer’s Guide to Medicare
  • Help identify what kind of medical needs you may have
  • Determine how your health care plan financially impacts you
  • Develop a game plan that incorporates Medicare into your finances
  • Compare and contrast plans and premiums
  • Evaluate and compare Part D prescription drug coverage

Connect with Blia for a no-obligation, hassle-free consultation:

Or give Blia a call at 715-379-3435

© 2019 KeyStone Financial. All rights reserved. | Investment advisory services offered only through duly registered individuals through AEWM, LLC (AEWM). AEWM and Keystone Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to [protection benefits, safety, security,  or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 274333