Healthcare & Insurance
Major medical expenses can change the course of your overall retirement; however, there are many strategies that may help you be better prepared. We believe it is critical to include healthcare in your long-term retirement strategy.
How has your financial plan been impacted by recent health-related events?
Schedule a conversation with an advisor today.
One of the largest potential threats to any good retirement plan is the future cost of healthcare.
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- Do you have adequate life insurance coverage?
- Which Medicare plan is right for you?
- Will you have enough to cover healthcare expenses?
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- How will the rising costs affect your financial plan?
- What other kinds of insurance should you consider?
- Have you considered Long-Term Care expenses?
Don’t let these questions keep you up at night.
Schedule a call today.
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 Medicare.gov or 1-800-MEDICARE to get information on all your options
Medicare
At age 65, you are finally eligible for Medicare; however, getting the most out of Medicare can be confusing or overwhelming.
With so many options available, which is right for you?
Whether you are new to Medicare or need a policy review, let Beacon Capital Management help you make sense of Medicare and find a plan that works with your financial plan.
Free Resource: “Medicare Solutions”
Long-Term Care
Planning ahead for long-term care can ease the burden of expenses due to health expenses.
With retirees living longer, these extra years bring with them extra health costs.
Don’t leave your plans for care to chance, make it part of your financial plan.
Individual Health Insurance
How will you cover the expenses associated with healthcare after you have left the company that provided the coverage you need?
With numerous options available to you, let Beacon Capital Management explore coverage options with you, based off of your budget and needs.
Life Insurance
Life Insurance is a great way to care for your family after you are gone.
Whether you are wanting to cover specific areas, protect your family from the burden of expenses, give back through charitable giving, or transfer wealth to the next generation, life insurance should be part of your overall financial plan
Meeting with a Beacon Capital Management advisor can help you determine if you are covered.
GET A FREE HEALTHCARE CONSULTATION
Schedule a free consult with Frankie Merritt, LTCP, CLTC® Financial Advisor, and Healthcare Specialist.
Enjoy these free healthcare guides, resources, and tools to help you navigate your healthcare needs effectively.
MEDICARE QUESTIONS & ANSWERS
Common Medicare Enrollment Questions to Ask Before Turning 65.
HOW DOES MEDICARE WORK?
Article: Medicare is made up of four parts that cover different healthcare expenses.
FREE MEDICARE GUIDE
We’re here to help you understand how Medicare works and identify the right plan for you.
UNEXPECTED RETIREMENT EXPENSES
Retirees are reporting on costs they didn’t account for in their financial plan. Don’t make the same mistake.
INDEXED UNIVERSAL LIFE INSURANCE
While this may not be the best fit for everyone, Indexed Universal Life Insurance offers much more than most people might expect.
JOIN US FOR A FREE RETIREMENT DINNER SEMINAR
Enjoy a complimentary gourmet lunch or dinner seminar and get your retirement questions answered in person. No cost, no pressure, and no obligation!
Schedule a Free Financial Plan Checkup
Schedule a
Discovery Call
Complete Your Financial Plan Checkup
Create A Personalized Strategy
Take the first step today. Schedule your Free Financial Plan Checkup, and rest easy, knowing that you have a road map for the most important parts of your life.
Have a question? Talk to someone.
Investing in every area of your life
Beacon Capital Management understands how your financial goals impact every stage of life. Our financial advisors will provide a clear strategy covering the five priorities.
Financial
Planning
Wealth
Management
Tax Planning
Healthcare Planning
Legacy & Estate
Don’t let the market volatility derail your financial goals.
Beacon Capital Management can help you consider all your priorities or maybe even uncover new ones. Together, we’ll work with you to create a personalized plan that aligns with your priorities, needs, and goals. You’ll be able to walk the path laid out for you with confidence as our advisors guide you every step of the way.
Take the first step today and move forward with confidence, knowing that you have a plan for the most important parts of your life.
Schedule a conversation today and build a strategy for what matters most to you.