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CPAs

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The CPAs we work with tell us that clients come to them with financial questions year round, not just at tax time.  While some of these questions are directly related to taxes, sometimes they are more general financial and retirement questions.
Medicare, due to the IRMAA premium adjustment, is directly related to a client's taxable income.  For that reason, Accountants should be a part of any discussion that pertains to Medicare planning.
When considering Medicare as an alternative to other options, ALL costs need to be considered to determine if Medicare is truly the best option.  
Why it makes sense to partner with Medicare professional:
  1. Clients are approaching Medicare age or contemplating retirement/sale of a business
  2. You have a client that owns/works at a business of fewer than 20 Employees and is therefore required to be on Medicare
  3. A client has an HSA (Health Savings Account) that is being actively contributed to
  4. You have a client on Medicare that has not reviewed their Medicare options recently and you suspect is paying too much for the coverage
  5. Medicare is a distraction from your specialty
We work with CPAs in a number of ways and can offer the flexibility that best suits your needs.
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"...Your Senior Insurance Fiduciary..."

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We help clients contemplating retirement with the 3 of the most important decisions they face...Medicare, Social Security & Long-term Care and do it using a fee-based fiduciary model putting our clients needs first.

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350 Main Street
Suite #5
Haverhill
Massachusetts
01830
(617) 721-1250

Per the new CMS guidelines we are required to inform you of the the following: "We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact www.medicare.gov or 1-800-Medicare to get information on all of your options. However, I do not believe that this disclaimer applies in situations where we act as a fiduciary on a fee-for-service basis providing unbiased advice.

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