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Get Started with Medicare

We can help you enroll in Medicare as well as enroll you in a Medicare supplement plan

No matter where you are in your Medicare journey. Check out these 5 important facts:

  1. Some people get Medicare automatically, and some have
    to sign up. You may have to sign up if you’re 65 (or almost 65) and not getting Social Security.
  2. There are certain times of the year when you can sign up or change how you get your coverage.
  3. If you sign up for Medicare Part B when you’re first eligible, you can avoid a penalty.
  4. You can choose how you get your Medicare coverage.
  5. You may be able to get help with your Medicare costs.

At Sherwin & Associates, we provide a comprehensive retirement analysis and customized recommendations. We offer solutions for all of our clients’ financial and retirement planning needs, including:

  • 403(b), 457(b), 401(k) and 401(a) Retirement Plans
  • College Savings Plan
  • Estate & Tax Planning
  • Life Insurance
  • Medicare
  • Investment/Savings Accounts (IRA, Mutual Funds)
  • Health Insurance (Long-Term Care, Medicare Supplement)
  • Financial Wellness Program

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Services

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

sherwin@sherwinassociates.com |  407-616-1693