Hometown Retirement Specialists

Turning 65 soon? Enrolling into Medicare for the first time is a big decision. Let us help you navigate through all of your rights and options.  

Already receiving Medicare benefits? Let us review your coverage to make sure you're taking advantage of all the benefits available to you.

Are you wondering how to turn your savings into a regular monthly income stream for your retirement. You've spent the last 30 years collecting a steady paycheck every two weeks. Our experts will work with you to determine the best income strategy to maintain your lifestyle with an income you can count on.

What happens when you need more care than your health insurance will provide? Nearly 70% of those over the age of 65 will need some type of custodial care. Our agents can help you plan for those expenses while protecting your assets and preserving your dignity.

Life insurance is an important part of protecting your family's future in the event of your death. In retirement, life insurance can be used as a financial tool and can also provide living benefits. Our life insurance agents will help you to decide if life insurance should be a part of your retirement plan.

Is it important to you to be able to provide a legacy for your loved ones? What steps have you taken to ensure your wishes are followed? Settling an estate can be a long complicated process, but proper planning ahead of time will go a long way in keeping peace and harmony in your family.

Take our Color of Money Risk Analysis by clicking the link below. It is always a good idea to review your risk tolerance as part of your annual financial review. It's even more important as you begin to plan for retirement. Click the link to get your risk score!