Why make these decisions alone?

There’s more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.

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Let us be your guide.

At American Heritage Financial, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that’s designed to answer some of Medicare’s most pressing questions, such as:

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    How could my income affect my monthly Medicare premiums?

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    Do I need to sign up for Medicare Part A and B if I’m still working?

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    How can private insurance help me with the costs of Medicare?

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    How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Ready to begin your Medicare journey?

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If You’re Ready to Have a Conversation, We’re Ready to Help

Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.

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