Planning made simple so you can enjoy your life! My purpose and true value is to make a positive difference in the lives of seniors through the education of Medicare and Retirement Planning. Working with Seniors has always been a passion of mine and one of the reasons my 96 yrs old mother-in-law lived with us for nearly 5 years. Our personal experience provided me with understanding as to the concerns, issues and struggles many seniors and their families face. That’s why I specialize in Medicare and Retirement Planning. My clients often share 3 main concerns- 1. Which Medicare plan is right for me and is it affordable? 2. What choices do I have when my health declines and I need more help? 3. Do I have enough money last my lifetime? These are important questions and ones I help my clients address and together we explore opportunities and secure solutions. Having well thought out plans not only eliminates their stress and worry but provides confidence so they can focus on what is really important "Enjoying Life!" How to sign up for Medicare Part A & B? ​​​​ Apply online at www.socialsecurity.gov​​ Call Social Security at 1-800-772-1213 TTY users should call 1-800-325-0778 Visit your local Social Security Office​ ​Call Michelle Shawn at 231-492-0411 and Senior Benefits Network will facilitate the application process with you.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Extra Phones

Retirement & Investment Planning, Inc.: 231-487-1980

Services/Products
Medicare Plans, Retirement Planning and Social Security Strategies: Insurance: Prescription Drug Plans, Medicare Advantage Plans, Supplemental Insurance (medigap), Dental and Vision plans. Annuities, 401ks, Life and Health Insurance.
Location
616 Petoskey St. Ste. 208 Petoskey, MI 49770
Categories
Insurance, Hospitalization, Medical & Surgical Plans, Retirement Planning Services, Senior Citizens Services & Organizations, Social Security Consultants & Representatives