SEE YOUR BIG PICTURE.
Let us help you bring it into focus. Attend our free virtual ZOOM meeting over Medicare workshop:
Why is Medicare so complicated?
It’s a work in progress – and always will be. The options will change. The needs of retirees are as individual as you and I.
That’s why we take a person-focused approach. At Seniormark, we are certified in senior advising and work one-on-one with you in Medicare and retirement planning. Remove the stress and worry of making a wrong decision with an advisor you trust.
Just an overwhelmed couple in need…
It was time for them both to retire. And they thought their combined experience in the health care industry would enable them to handle the health insurance aspect on their own. But sooner rather than later—they found out differently. Consistently confused by the challenging process, they turned to us for help, and we promptly got them into good health insurance coverage for their needs. They avoided bad and costly decisions and were more than thankful for the assistance.
-A Hospital CEO and a Nurse Administrator
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Know Your Investment Lingo! 5 Terms Every Soon-to-be Retiree Should Know Smile and nod…smile and nod, you think as some financial advisor spews jargon about diversification or risk tolerance or ETFs. You begin to realize he’s saying more words that you don’t know than words that you do, and pretty soon his voice starts to… Read more »
Is Your Financial Advisor Giving You What You Want or What You Need? From my 20+ years in the financial planning industry, I’ve found that the best advisors will challenge you. They aren’t just yes men who tell you want you want to hear. Rather, they coach you into making the most strategic decisions that… Read more »
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