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Get Advice on Medicare Choices and Options
Get Advice on Medicare Choices and Options

NewRetirement Advisors is pleased to announce a new advisory package: Medicare Choices and Options

Davorin Robison avatar
Written by Davorin Robison
Updated over a week ago

Medicare Choices and Options (90 Minutes for $225)

Are you interested in learning about Medicare and the coverage choices you have from an unbiased point of view? You won't even have the ability to purchase any plan, you'll be armed with the education and information you need to move forward with your planning.

Sit down with Bruce Lorenz, CFP®, FHFMA, for a 90-min, flat-fee advisory session to get a grip on Medicare and its many considerations.

We will review the four parts of Medicare and give you the knowledge to understand your options with this governmental program.

You'll learn that there are three different times to sign up for benefits. Understand how financial planning strategies such as Roth Conversions, Health Savings Accounts, and Health Reimbursement Arrangements affect Medicare cost. See an actual example where a financial planning strategy had a surprising effect on Medicare premium expense.

Learn how the decisions you make could impact your planning for many years. Meet with Bruce for a complimentary consultation to see if the Medicare Choices and Options advisory package is right for you:

Learn More About Bruce Lorenz, CFP®

Bruce Lorenz joined the financial services industry and became a CFP® professional to help people achieve their financial goals, plain and simple. He is the practicing advisor for NewRetirement Advisors.

Bruce spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one on one with individuals and families, helping them plan for the future and live their best life.

Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He is also certified as a Fellow with the Healthcare Financial Management Association.

Blending his experience in the healthcare industry with his financial planning knowledge, Bruce is positioned to help people understand Medicare and their choices and options available.

When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. Bruce is also an avid music lover and plays the piano.

Disclaimer Advisory services are offered through NewRetirement Advisors, LLC (“NewRetirement Advisors”). NewRetirement Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewRetirement Advisors and its representatives are properly licensed or exempt from licensure.

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