As an independent advisory firm that specializes in financial planning and Medicare, we understand that there are limitations to every advisor. This can vary from product knowledge, education, and services. The same could be said about many brand-name Medicare providers, who may be locked into only their company’s offerings of Medicare plans. At KeyStone Financial, we work with a plethora of these insurance and Medicare providers, so we can ensure that we help you determine the plan that’s best for you.

Turning 65 (Or are ready to get on 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.

Older than 65 and frustrated by your Medicare rate increase, or looking for better coverage?

Kia believes that you deserve to have a Medicare plan that not only meets your health needs, but also your financial situation. Much like our health matters, we often seek a second opinion. Why shouldn’t the same be said about the plan that pays for your health matters?

Kia Medicare Agent

Here are some ways Kia Xiong-Yang, our Financial Advisor & Retirement Professional, can help you:

  • Understand the A, B, C, D’s of Medicare
  • Compare and contrast plans and premiums from a plethora of insurance providers
  • Help identify a plan that fits your needs
  • Consider how your Medicare plan will impact your finances
  • Evaluate and compare Part D prescription drug coverage

All complimentary appointments are personalized to your unique situation.

Lifetime Income, Health Care, Tax Strategies, Investment Market Risk, Legacy Planning

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.

Schedule a time with Kia by calling 715-835-6022

Wondering if you should plan for long-term care?

Join us at one of our upcoming complimentary Medicare seminars:

No Medicare seminars are currently scheduled. See other retirement-related events here, and request notifications about future Medicare seminars here.