When it comes to Social Security and Medicare; the majority of people that attend our workshops tend to think that most financial advisors are subject matter specialists.  In the years that we have been working with financial advisors I can count on one hand the number of advisors that are up-to-date on both; Social Security and Medicare.  To most clients, this is fairly counterintuitive as Social Security is America's retirement program and Medicare is America's health care program for retirees.

Any way you slice it, most financial advisors are not up to date on these two backbone American retiree programs. The important thing is that you pick the correct Social Security claiming strategy and Medicare coverage for your personal situation.

At Excelsior Wealth Partners, we recognize the need to be able to answer all of our client’s retirement questions. We have invested in software and have consultants that specialize in Medicare, that allow us to complete the retiree experience for our clients. We also offer many workshops/seminars in the marketplace where you can attend, or we also offer free consultations.

Head over to our events tab to see our upcoming workshops/seminars to see what locations are nearest to you. If you are unable to attend a workshop/seminar, contact us for a free one-on-one consultation where we can do it face-to-face, over the phone, via e-mail, whatever works best for you!

Representatives may not be registered to provide securities and advisory services in all states.