Please join our Medicare Open Enrollment seminars to learn all the 2020 plan choices in the SF Bay Area.
As you plan for your retirement, Social Security is also an important consideration when is the optimum age to file & claim your benefit...
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.
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)
42808 Christy St, Suite 112
Oakland: 638 Webster St Suite 420 (Mon,Wed)
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Medicare Special Enrollment Period
Social Security & Retirement Planning
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Discover why so many clients insured with us.