Pre-Retirement Medicare Planning
Because Medicare shouldn't sneak up on you
If you're 60+ it's not too early to start planning. Most people don't think about Medicare until the enrollment window is already staring them in the face. That's when the panic Googling starts. But the truth is: planning ahead saves you time, money, and stress. At Steadwell Advisors, we help you map out:
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When to sign up (and what happens if you don't)
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How Medicare fits with your employer coverage (or doesn't)
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Budgeting for healthcare in retirement (yes, there are costs)
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What decisions can wait - and what can't
Think of it as future-proofing your retirement. We'll give you a clear, simple roadmap so you can step into Medicare with confidence - not last-minute confusion.
Personalized Solutions
Untangling Medicare
(so you don't have to)
Coverage Clarity
Medicare fine print could win an award for “Most Confusing Reading Material.” We cut through the jargon and give it to you straight — so you can actually understand your options.
Enrollment Roadmap
Initial sign-up, annual do-overs, special enrollments — we keep you on track and make sure you don’t miss a thing.
Always-On Support
Medicare isn’t “set it and forget it.” Rules change, plans change, your needs change. We’re here for the long haul — the hotline that actually answers, minus the elevator music.
Stop Googling. Start calling. We've got you.