Social Security and Medicare


Time and time again, retirees tell us that two of the most stressful and confusing decisions they've ever had to make are when and how to select Social Security and which Medicare plan to choose. Social Security alone has over 567 possible filing combinations. Add the confusion of Medicare, with its more than a dozen options, and you can feel downright overwhelmed by it all.


At Walker Financial, we'll take the time to educate you on everything you need to know about these critical components of retirement. We'll discuss how they relate to your whole retirement picture, and help you make the best choices for your particular goals an situation. We'll even review each option, discuss pros and cons, and help make the whole process much, much easier.

In our one-on-one Social Security & Medicare education session, we'll discuss critical topics such as:

• Social Security, when should I start drawing?
• Medicare, when can I sign up?
• Medigap and supplements, what do I need?
• Medicare advantage plans and how they work
• Important deadlines for maximum benefits


If you want to learn more about when and how to elect Social Security and/or Medicare, simply contact us for a free education session. We'll walk you through it all in a step-by-step, easy-to-understand and comfortable meeting. Come get educated and learn how you can have a simplified retirement!