top of page

Financial Advisors:

Do you have clients who are turning 65 and/or are retiring soon?

Consider partnering with us:   All we do is Medicare.

Your clients look to you to as their trusted advisor, including related to their decisions about retirement. The consultative services we offer at Milestone Medicare are an extension of the value that you provide.  We don't compete in your core business, so you can feel comfortable referring your clients to us as independent, licensed subject matter experts. Best of all, there is no cost to your clients for our services.  

Couple Sitting with Financial Advisor

How can we help your clients with Medicare enrollment?

Man sitting with financial advisor

We can help your clients navigate the unique situations they face as they look to secure health care coverage after retirement.  Specifically, we can work with them to:    

  • help them enroll in Original Medicare.   

  • ensure creditable coverage to avoid Part B and Part D penalties.   

  • review IRMAA (Income-related Medicare premium adjustment) thresholds.   

  • look at tax implications related to Part A Medicare enrollment and HSAs.    

  • weigh options for veterans, who may also have VA coverage in retirement.    

  • examine the differences between Medicare Medigap policies and Medicare Advantage plans.    

  • access the Medicare benefits afforded to them under the 2022 Inflation Reduction Act.  


We are committed to working with you to provide a full-service, ongoing, personalized level of support to your clients as they approach retirement and beyond. 

bottom of page