RETIREMENT PLANNING
Whether retirement is years away or right around the corner, it’s never too early—or too late—to plan. We work with you to build a strategy that reflects your goals, risk tolerance, and lifestyle expectations. Let’s talk about how to turn your retirement dreams into a confident reality.
SOCIAL SECURITY PLANNING
Understanding Social Security can be confusing — but it’s one of the most important parts of your retirement plan. At Kershaw Retirement Solutions, our Registered Social Security Analyst (RSSA) helps Missouri residents make informed decisions to maximize their lifetime benefits. From deciding when to claim to coordinating spousal and survivor benefits, we’ll help you build a Social Security strategy that fits seamlessly into your overall retirement plan.
MEDICARE
Medicare can be confusing, but it doesn’t have to be. We simplify the process by helping you understand your choices, including Medicare Advantage, Supplements, and Part D plans. Reach out to us for one-on-one help selecting coverage that meets your healthcare and budget needs.
FEDERAL EMPLOYEE BENEFITS
Navigating your federal benefits can feel complex. We specialize in helping federal employees make sense of their retirement systems, FEGLI, TSP, and more. Our personalized consultations ensure you’re making the most of the benefits you’ve earned. Schedule a conversation with us today.
FINAL EXPENSE
Ease the burden on your loved ones by planning ahead. Final expense insurance helps cover funeral costs and other end-of-life expenses, offering peace of mind when it matters most. Let’s talk about how an affordable plan can provide security for your family.
LIFE INSURANCE
Protect what matters most with a life insurance plan tailored to your needs. We help you understand your options—term, whole, or universal life—so you can make an informed decision that provides financial security for your loved ones. Contact us today to discuss how the right policy can fit into your overall financial
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