safeat65
Safe At 65 is a financial consultant based in Bartlett, TN, offering guidance on Medicare, Social Security and retirement planning.
About
Safe At 65 is a financial consultant at 7909 US-70 in Bartlett, TN, focused on helping seniors and their families navigate retirement-related decisions. The firm offers guidance on Medicare plans, Social Security benefits, retirement tax planning, extended care and estate planning topics.
Contact the business directly to confirm current services and availability.
Services
Medicare options guidance
Helps clients understand Medicare enrollment, Medicare Advantage plans, Medigap insurance, Part D prescription drug plans, and eligibility.
Social Security benefit timing
Explains the dozens of strategies for timing Social Security retirement benefits and the potentially four streams of income available.
Extended care planning
Addresses long-term care insurance, short-term care insurance, hybrid long-term care options, reverse mortgages, and final expense planning.
Retirement tax planning
Explores how retirement tax bills may be higher than expected and helps clients estimate and plan for taxes in retirement.
