We are experts in complete retirement planning including Social Security and all areas of Medicare. We focus on providing our clients a complete understanding of Social Security and Medicare. We work alongside each individual to make certain they are properly enrolled in Social Security, maximizing their cash flow (budget) and strive to make sure each individual has chosen the best Medicare plan to fit their health care needs and budget.

Our experienced team of professionals strives to help our clients sort through and understand the complexities of Medicare and its costs to coincide with their retirement stream. Our personalized approach helps clients achieve financial wellness by coordinating their retirement planning to support health and financial goals.

Today, financial portfolios and non-liquid assets are only one of the critical elements that make up and affect the Cash Flow that you will need for your retirement income – Cash Flow that to help you achieve financial wellness. Our exclusive Financial Longevity Bundle© was developed to provide our clients with an all-inclusive approach to retirement planning. Many people were working with financial advisors or financial representatives with the sole focus on investment/retirement products and planning. Few, if any, incorporated Social Security review, enrollment in Social Security retirement benefits, Medicare Part A, B, C & D in coordination with choosing the right Healthcare/Medicare plan in the full retirement planning process. Thus, UWM felt it was crucial to creating The Financial Longevity Bundle©– lifetime cash flow (budget) – to cover all areas when planning for one’s retirement.