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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.

Is Your Advisor A Specialist On Social Security And Medicare?

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: 

  1. A Social Security analysis does not pay very well.
  2. There is not a product to be sold, or a service to be offered if you don't charge a fee for service.
  3. Most advisors don't invest in the software needed to be able to accurately explain what social security looks like integrated into a retirement plan.
  4. Medicare plans change A LOT and vary geographically.
  5. There are rules in place to protect seniors that put a wall up between advice that can be given on Medicare and advice that is more retirement in nature.

 

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!

ABOUT EXCELSIOR WEALTH PARTNERS

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.

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Are You Prepared For Retirement?

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.


 


Please welcome our newest Financial Advisor, Mark Waterman!

Mark has nearly two decades of experience working in the financial services industry. Prior to joining Excelsior Wealth Partners, Mark spent several years as a consultant to advisors, helping them manage their practice to evolve with the industry.

Mark resides in Marcellus with his wife, Sherry, and their two boys, Jack and Ryan. Outside of work, Mark is an active coach of his kids various sports teams, enjoys spending time outdoors in any season, and playing golf.

Retirement Planning

Enjoy the fruits of your labor. Excelsior Wealth Partners will help plan for your retirement and excite you for what's to come. 

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Wealth Management

At Excelsior Wealth Partners, we do our utmost to help you achieve your financial goals. 

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OUR 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.

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Retirement Strategies                            Investment Management                             Financial Planning

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