Living longer has some serious advantages, but with economic uncertainty, Social Security benefits becoming less dependable, and the near extinction of pension plans - it is essential to take more control of your financial future. For most people, exploring retirement income options starts with your Social Security benefits. Helping people make an educated and empowered decision about their Medicare health plan options is what we do!
Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings. At My Insurance Services, we specialize in tailoring our financial strategies to not only fit your current situation but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Our staff consists of experienced professionals with a "hands-on" approach to financial guidance.
Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings. At My Insurance Services, we specialize in tailoring our financial strategies to not only fit your current situation but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Our staff consists of experienced professionals with a "hands-on" approach to financial guidance.
Services
Charles "Alan" Martinez had a vision for a local "full-service" financial company.
That vision became reality in 2003 when MY Financial Services was established in downtown Villa Rica, Georgia.
Alan has been in the insurance industry since 1991 and has access to numerous financial services companies.
He holds the designation of LUTCF (Life Underwriting Training Council Fellow) and is insurance licensed in Alabama, Florida, Georgia, and South Carolina.
As a financial professional, Alan is diligent about his customer's financial matters and has a conservative philosophy regarding their financial holdings.
That vision became reality in 2003 when MY Financial Services was established in downtown Villa Rica, Georgia.
Alan has been in the insurance industry since 1991 and has access to numerous financial services companies.
He holds the designation of LUTCF (Life Underwriting Training Council Fellow) and is insurance licensed in Alabama, Florida, Georgia, and South Carolina.
As a financial professional, Alan is diligent about his customer's financial matters and has a conservative philosophy regarding their financial holdings.
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees.
Are any of your retirement savings protected from the volatility of the stock market?
We can help you discover accumulation potential and various income options with 100% guaranteed protection of your principal against market volatility.
Are any of your retirement savings protected from the volatility of the stock market?
We can help you discover accumulation potential and various income options with 100% guaranteed protection of your principal against market volatility.
Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.
Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.
Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.
Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.
Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.
With this in mind, the question for you becomes more about what each of your family members value most.
You can't really know until you start talking about all these key components of creating a legacy.
It could be that values and life lessons are top on someone's list.
While someone else my rate personal possessions of emotional value #1.
With this in mind, the question for you becomes more about what each of your family members value most.
You can't really know until you start talking about all these key components of creating a legacy.
It could be that values and life lessons are top on someone's list.
While someone else my rate personal possessions of emotional value #1.
Are you trying to decide about your Medicare health plan option?
Do you need a Medicare Supplement or a Medicare Advantage plan?
Helping people make an educated and empowered decision about their Medicare health plan options is what we do!
For over 28 years, it has been our mission to connect our clients with the appropriate provider and value to fit within their budget.
What is Medicare Part D? Do you need Medicare Part B if you're covered by an employer's group plan?
To get a Medicare plan, either an Advantage or Supplemental plan, you must have Medicare Part A and Part B. If you're age 65 and receive Social Security retirement income benefits, you're usually automatically enrolled for Part A and Part B. Medicare supplement plans (or Medigap plans) may offer benefits in addition to the benefits offered by traditional Medicare Parts A and B. There are different types of Medicare supplement plans which cover the Medicare deductibles or require you to cover the deductibles.
Do you need a Medicare Supplement or a Medicare Advantage plan?
Helping people make an educated and empowered decision about their Medicare health plan options is what we do!
For over 28 years, it has been our mission to connect our clients with the appropriate provider and value to fit within their budget.
What is Medicare Part D? Do you need Medicare Part B if you're covered by an employer's group plan?
To get a Medicare plan, either an Advantage or Supplemental plan, you must have Medicare Part A and Part B. If you're age 65 and receive Social Security retirement income benefits, you're usually automatically enrolled for Part A and Part B. Medicare supplement plans (or Medigap plans) may offer benefits in addition to the benefits offered by traditional Medicare Parts A and B. There are different types of Medicare supplement plans which cover the Medicare deductibles or require you to cover the deductibles.
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