How We Help
No matter your health or retirement planning needs, we’ll keep you in the know every step of the way.
The D.E.A.R. Retirement Planning Process
Your retirement should be like your signature: uniquely you. Our four-step D.E.A.R. Retirement Planning Process was created to help you design, initiate and enjoy the financial future you deserve — because your next chapter should be your most rewarding.
Discover
We start by getting to know you: your dreams, your finances and everything in between. This first step is all about understanding what you need for a happy retirement.
Evaluate
Next, we take a close look at your current financial situation. We sift through the details to build a plan that aligns with your retirement goals.
Activate
With your sign-off, it’s time to put your plan into motion. We’ll guide you through the actions needed to bring your retirement vision to life.
Review
Life changes, and so will your retirement needs. We’ll keep the conversation going, adjusting your plan as needed to stay on track for your ideal retirement.
We can help you navigate the Insurance and Medicare maze.
At Dear Retirement, our mission is to empower you with the knowledge and tools necessary to make informed decisions about your health care coverage.
With our expert guidance and comprehensive resources, transitioning into Medicare will be a smooth and hassle-free experience. We also help those under 65 with their insurance needs. We believe that understanding your options is key to unlocking the full potential of this invaluable program.
Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.