Bank Match Retirement Plan

Please join our Medicare Open Enrollment seminars to learn all the 2020 plan choices in the SF Bay Area.
請參加我們的Medicare公開研討會，以了解SF灣地區所有2020年計劃的選擇。

As you plan for your retirement, Social Security is also an important consideration when is the optimum age to file & claim your benefit...
在您計劃退休時，何時申請和申領您的社會保障金最佳年齡, 是一個重要的考慮因素...

Life is filled with uncertainties, retirement is no different. How do we plan for something when we don’t know what to expect? As a result of advances in modern technology and medicine, people nowadays are living longer. An increased life expectancy, in combination with an aging population, uncertainty surrounding government benefits and economic volatility are some of the factors forcing us to reconsider what it means to be financially secure in retirement. This longer lifespan is creating an increased need to manage longevity – the risk of outliving your money.

A lot of retirees don’t know how to deal with the distribution phase of retirement. People work hard to save and protect the lifestyle they love in retirement, but once they get to that point in their lives they need options. As your retirement planner, we will plan strategically with ways to convert your savings into retirement income.

If you are still in your wealth accumulation stage in life, we can also guide you with various financial tools to build, retain, and grow your retirement nest eggs...including Tax Efficient Retirement Income Plan.

Make Appointment

4  Bay Area Offices:

San Francisco Corporate Office: 1550 Noriega St Suite 100, SF, CA 94122

San Jose: 4320 Stevens Creek Blvd, Suite 191

(Tues,Thurs,Sat by Apptmt)

Fremont:

42808 Christy St, Suite 112

Oakland: 638 Webster St Suite 420 (Mon,Wed,Thurs)

Tel: 1-888-746-6688

         415-661-3885

 info@health-plans.com

Submit contact form

Medicare Open Enrollment Period ends 3/31

Social Security & Retirement Planning 

Seminars

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Discover why so many clients insured with us.

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