Our foundation is to help you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
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 I 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.
There are 5 key reasons why advisors are not specialists on these two cornerstone retiree issues:
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.
I cannot speak for other advisors, but 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!
Excelsior Wealth Partners offers all-encompassing services for our clients. As a respected financial advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. From growing your wealth to planning for your family’s future.
Whether you are a veteran of success or are just starting to manage your portfolio, Excelsior Wealth Partners can help you achieve your goals and surpass them in time.
If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." For immediate assistance or to talk to an expert call 315-303-1668.
Enjoy the fruits of your labor. Excelsior Wealth Partners will help plan for your retirement and excite you for what's to come.
At Excelsior Wealth Partners, we do our utmost to help you achieve your financial goals.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Representatives may not be registered to provide securities and advisory services in all states.