What to Know About Medicare Open Enrollment
Medicare open enrollment has begun. It is our goal as financial advisors to serve our clients in every possible area. One way that we see a large value add is helping clients navigate the Social Security system, as well as Medicare choices.
Medicare can be a tough and complicated system to understand. Due to this complexity, we recently began working with a new team member named Buzz Stone, who is a licensed agent in the Medicare field for our new company Southwestern Medicare. Like ourselves, Buzz and his team are independent agents, meaning they represent every responsible insurance carrier available. It goes without saying, we have the utmost trust in Buzz and his team to provide sound advice to all of our clients. They offer a courtesy Medicare Review to our clients, as well as family members and friends.
By simply changing your insurance carrier, you could see savings without any changes to your current coverage. We encourage you to have a quick phone conversation with them to review your current coverage, explore your available options, and make sure you are navigating the Medicare system in the most effective way possible.
As Open Enrollment is now through December 7th, this would be a good time to explore your options. If you would like to have Buzz or someone from his team reach out to you, please click on this link to fill out a short form: www.YourMedicarePartner.com and they will be in touch. Please let us know if you have any questions and, as always, we are happy to help.
5 Ways to Maximize Charitable Giving This Holiday Season
December 18, 2019
In the midst of the holidays, we’re struck by an overwhelming sense
SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS
April 17, 2020
Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company
How Much Should You Save Before Retirement?
November 26, 2019
No matter where you are in your career, and no matter how