Retirement Planning

AJ MedPlus Retirement Planning

“In the End, It’s Not the Years in Your Life That Count. It’s the Life in Your Years”. – Abraham Lincoln

Why Plan for Retirement

Planning for retirement is a huge undertaking because it spans over many decades and there are many moving parts. The biggest challenge is you only have one chance to get it right. Let us guide you to a stress free and successful retirement.

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Planning Your Retirement with AJ MedPlus

Planning your retirement with AJ MedPlus is hassle free, and Free. The consultation is free, and you have no obligation to use any of the products or suggestions provided. During the consultation we discuss your goals for your future to establish a baseline and we build from there. We make suggestions based on things like your health history, your financial history, and your individual needs on how you envision aging and living the rest of your life. You can be 100% sure that we will build a custom plan that aligns with your goals and vision for your future.

A Holistic Retirement Plan

A retirement plan structured using a holistic approach uses insurance products to anticipate and mitigate the effects that aging can have on a person’s financial stability in the future. We help our clients solve many of the problems of aging before those problems even exist by designing a plan for Estate Planning, Long-Term Care, Taxes, and Healthcare.

Estate Planning

A key pillar of a holistic retirement plan is protecting your estate. Estate planning is a huge topic which many times requires multiple disciplines such as attorneys, tax specialist, and an insurance agent. Estate planning is a key pillar because your choices with this phase of retirement planning can impact many of the other very important parts of the process.

Taxes

The taxes a person pays is largely dependent on their situation in life. A person who owns a home and has multiple dependents may enjoy more tax advantages than someone who is single and lives in an apartment. As a person ages, they may lose many of the tax advantages that they enjoyed during their working years. It is very important to anticipate and plan for taxes as part of the retirement planning process.

Healthcare

Healthcare can be very expensive while a person is aging. While Medicare does offer many benefits, there is still a substantial cost associated with healthcare which most retirees may not be aware of. Even for those seniors that do their due diligence and are aware of the potential healthcare cost, a plan still needs to be in place. Afterall, being aware of the cost and being able to afford it makes a huge difference.

Why Trust AJ MedPlus?

AJ MedPlus is owned and operated by a licensed medical professional who has been working with and treating seniors and the elderly since 2008. As an insurance expert, specializing in long-term care and estate planning, AJ MedPlus has helped many seniors successfully navigate their retirement.

Not Sure What You Need?

Let us help you. We can build a plan that is right for you using the best quality insurance products in the industry. Explore your options with us today, it’s 100% free.