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Don't Let Medicare Confusion Keep You

From Enjoying Your Retirement!

Medicare Confusion:

Let's talk about how we got here!

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J Johnson, MSFS, CFP®, CFS® has been a New York University trained Certified Financial Planner™ professional for nearly 25 years. His area of focus has been retirement investing and income planning.

Yet, as more of his clients successfully reached retirement and had to enter the Medicare system he saw the confusion and anxiety this created. These are smart people but they were being asked to navigate a system that they never had to deal with before. Many of the decisions they had to make were time limited and carried penalties for error. Some of those penalties could last for a lifetime. 

 

There was more to financial planning for retirement than being absolutely assured of never running out of money. A financial planning approach was needed for this Medicare area also or the financial plan was incomplete.

Retire

Medicare planning needed an advocacy approach. The same “put the client first” fiduciary standard that drove Certified Financial Planning™ was needed  here. J Johnson began to talk to nurses, other health professionals and to accountants. From these conversations.

 

MedEdSeniorSolutions.com came into being within the financial planning firm of Johnson Brothers & Kurios, Inc. (est. 1995).

 

For the sake of objectivity and options the team works with all the major providers (and indeed their “IMO” [Independent Marketing Organization] sits on the board of advisors of about a dozen of these companies) but the team is clear that they work for their clients

Aging

Give J a call, or drop him a note, ask him a question, and if it suits you, let him introduce you to your own Medicare advocate (visit About Us to meet some of them). You may like the no pressure, client advocate approach. 

 

If you have a specific question just click the Get started button to type a question. Or check out the streamlined Medicare informationBecause sometimes you want a steak and not the whole cow. 

We also have an extensive resource section for when you do want the whole cow. Either way…we are here to help… we are “in your corner, you can plan on it!” 

 

By contacting the phone number on this website you will be directed to a licensed agent.