We have been advising clients on their Medicare choices since 2018. Our model is that of a fee-based fiduciary, allowing us to offer unbiased recommendation and work seamlessly with the clients of other non-commissioned advisors (ie Financial Planners). We act as a partner to the advisor the ability to outsource Medicare guidance to an experienced professional speclializing in Medicare. This past Spring I completed my RSSA (Registered Social Security Analyst) designation allowing me to help clients review their Social Security claiming strategies. The motivation for this was to be able to answer client questions concerning when to collect Social Security while discussing their Medicare options. I am also certified for Long-term Care Insurance allowing me to make recommendations t...
Managing Director at Senior Beneifts Boston, LLC