HOMBOLT AGENTS ARE TRAINED ON MULTIPLE STRATEGIES TO NOT OUTLIVE YOUR RETIREMENT INCOME
At Age 65 And Maybe Begore Depending On Disability, A Big Decision Needs To Be Made When Finding Either A Primary Or Secondary For Medicare. Many Moving Factors Exist, And Depending On What You Did Prior Matters A Lot. FERS, CSRS, Group, V.A., Etc... Our Professionals Can Assist With The Plethora Of Carriers We Represent. Let Us Educate You On This Important Decision!
Accumulation Phase
- Having Enough To Plan Fun Family Time
- Protecting The Families Life Style
- Asset Planning For Future
- Generating Savings Tools For Retirement
Growth Phase
- Visiting Acculumlation Phase Goals
- Are We On Target From Original Goal
- Trusts, Wills, Estate Planning
- Planning Taxes, RMDs, Not Outliving Money
Retirement Phase
- Social Security / Medicare Planning
- Income Planning
- LTCi As An Income Stream!
- Estate Planning / Passing