Our insurance agents in Hudson, WI and Woodbury, MN will help in planning for the most important retirement issues one faces; from understanding Medicare to strategies on how to not outlive your money. If you are planning for your retirement, approaching retirement, or retired, we will take the mystery out of Medicare and how to preserve wealth.
Medicare can be overwhelming and confusing; we ensure the process will be stress free and educational. Selecting the right Medicare plan is one of the most important decisions you will make; selecting the wrong coverage can create financial stress, with proper planning you will be able to accurately budget for your medical expenses. We will go through your doctors, prescriptions, preferred hospital networks and most importantly your needs; this will allow us find the plans that best fulfill your needs!
Our team of professionals will guide you through how to create guaranteed income for life to ensure that you can maintain the lifestyle you are accustomed to pre-and-post retirement. Our proven process also incorporates the possibilities of new avenues of income, tax efficiency and the transferring of your financial legacy to future generations.
The need for long term care poses the single greatest risk to one’s finances and assets in retirement. Long term care can have serious financial consequences for family and spouses without a strategy in place.
Long term care planning is putting a strategy in place so if long term care services are needed, your assets and finances will be safeguarded.
The good news is there are many strategies from using hybrid insurance products to Medicaid planning that can provide a safety net should Long Term Care services be needs; we strongly encourage a discussion addressing the topic of Long Term Care.
From not outliving your money to asset protection and long term care planning; with proper planning these are achievable objectives. Planning will protect your lifestyle, legacy and ensure that you will have peace of mind no matter what life brings.