As an independent advisory firm that specializes in retirement, 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 providers, who may be locked into only their company’s offerings of Medicare plans. At KeyStone Financial, we work with a plethora of 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.
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.
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?
Here are some ways Kia Xiong-Yang, our Financial Advisor & 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
If you are already on Medicare but would like a second opinion, we invite you to connect with Kia for a: