Client Profile: The Retiree
Alice & Bob both turned 64 in the last year and did not have retirement medical plans from their prior employers. During a recent review meeting with them, they had three questions on their mind about their Medicare benefit elections:
- “When should we be electing our Medicare benefit?”
- “What should we be considering when electing our Medicare benefit at age sixty-five?
- “What supplement medical plans best complement our future Medicare election?”
Client Profile: The Widow
A valued client’s father recently passed away from a terminal illness and had left all the financial matters to be sorted out by his later aged widow, ‘Jane’. Our client, ‘Mary’, had recommended that her mother utilize our comprehensive services and receive guidance from a trusted source to help with the estate settlement and streamline her financial affairs.
Client Profile: The Business Owner
After building a thriving and valuable business over a forty year career, John came to us in his mid-sixties with the unique quandary of how to best transition the business to his adult son. John had two main concerns: