Medicare planning


Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.  This includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. Assumptions such as inflation rate, taxation, and other factors are used to project cash flow into the future.

Price is quoted per hour.



  • Understand your Medicare coverage choices
  • Distinguish between Original Medicare that includes Medicare Part A and B from Medicare Advantage (aka Part C)
  • Explore Medicare supplemental plans
  • Cost per hour


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