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Understanding Medicare

Certified Financial Planner CFP Financial Planning Health Benefits Medicare Registered Investment Advisor Retirement Planning RIA Wealth Management December 8, 2020 Author: Woody Derricks

Understanding Medicare

The whole Medicare process can be overwhelming and confusing. It’s important to understand the different plans and options available. Check out this month’s blog to help determine what is appropriate for you!

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The opinions voiced in this material are for informational purposes only and are not intended to provide specific advice to any individual.  Consult your legal, tax, and/or financial advisor to determine what is appropriate for your situation.

As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started: www.partnershipwm.com.

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Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. We also have life insurance licenses in the following states: MD, CA, DC, DE, HI, FL, NJ, PA, RI, VA, & VT. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities and past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. Belleros Capital Management is a dba of Partnership Wealth Management, LLC, a registered investment advisor.