My Services
Medicare:
Medicare is one of those words that can cause some folks to run and hide. There is no need to do that with Kristy. Medicare does not have to be difficult, and I make it my goal to simplify it so that it’s easy to understand. As a Guide – I will walk you through the whole process, from beginning to end, you are not alone.
Retirement planning:
When people are planning for retirement, the things that become most important are safety, liquidity, and guarantees… these are the only types of retirement plans we work with. At SSIP, we have an entire team of experts who know the ins-and-outs of retirement planning. We are here to help guide you to where your money will grow without risk of loss. We want to keep your money in your pocket instead of being swallowed up through fees and commissions. There are never any fees for my services!
* Tax Free Retirement Option
Social Security:
As a Registered Social Security Analyst, my goal is to help you find the optimal time for collecting your Social Security benefits while reducing the risk for taxation of your benefits. With access to specialized software, I am able to provide you with a personalized roadmap to all your claiming strategies so there is no guesswork in it for you. Together, we will strategize a plan for when to draw from all your retirement benefits, (IRA, 401K, Roth’s, annuities, pensions, etc,) to optimize your income, longevity and to reduce taxation. Social Security employees cannot give you this personalized information; however, my RSSA certification allows me this right and ability.
Life Insurance:
Whether you have all the money in the world, none of it or somewhere in between, there is typically a life insurance that is right for your situation. Fortunately, I work with a team of experts who can help us find the right plan with the right company, at no risk to you. The best part, we never share your information with others, so you never have to worry about annoying scam calls coming from your inquiry.
Life insurance has many options and uses. Whatever your desire, we can help guide you through the process and find the right path for your needs.
Marketplace (healthcare.gov):
The Healthcare Marketplace is a necessity for many people and I am here to help guide you through that process. Whether you need help getting started, help understanding benefits or just deciding if it is even the right choice for you – Kristy is here to help.
Plan comparisons – which one is right for you?
Understanding terminology – What’s the difference between the deductible and the max out-of-pocket limit? I’m here to put it all into simple English for you.
Do you need Marketplace or short-term health insurance? – we will discuss the difference then guide you to which is more ideal for your situation.
**There are no fees for my services
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Contact me!
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