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Medicare & Long Term Care Planning

One stop. Many options.

Retirement planning goes further than asset management. 

Planning your retirement around your assets alone can leave an unintentional gap. Your physical health is a part of your financial health, which means Medicare and Long Term Care planning is an integral part of your financial success.

That’s where we come in.

Planning for your Medicare options can be an overwhelming task. At SMRS, our goal is mitigate that stress by providing you with the best solution for your Medicare needs.  health and Wealth go hand in hand. Let us walk you through the different options and tactics within Medicare while answering your questions to come up with the best plan for you.

Additionally, once your income plan is established, we'll create an investment plan for the remaining assets you don't need to draw from month to month. This includes:

- We'll create a plan designed to help you
- Analyzing options for a long term care plan
- Exploring alternative funding options


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