Still Working, but Planning Ahead?

Whether you’re years away from retirement or just months from your last day at work, we’ll help you prepare your Medicare and retirement plan transitions with confidence. 

Planning for retirement while still working can be tricky. You’re juggling deadlines, benefits choices, and big financial decisions — all while trying to figure out the right timing.

At Retirement Transition Pros, we guide you through every step so you’re ready when the time comes, without last-minute stress.

 Medicare Readiness

• When to enroll if you're still covered by employer benefits
• How to coordinate Medicare with your workplace plan
• Avoiding penalties and gaps in coverage

Retirement Plan Transitions

• Planning for 401(k) rollovers when you leave your job
• Safe money strategies to protect your savings
• Bulding a predictable retirement income

Additional Coverage Options

• Dental and vision insurance
• Critical illness and hospital indemnity coverage
• Final expense and legacy planning options
   

Ongoing Support

• Annual Medicare plan reviews
• Beneficiary updates and plan adjustments
• Guidance for life changes like relocation or new health needs

We provide education, guidance, and resources to help you make confident Medicare and retirement decisions — at no cost for our time, guidance, or materials. Our services are made possible by our network of carriers, so there is never a fee or obligation for the support we provide. If you choose to enroll in a Medicare plan, supplemental coverage, or retirement product, any related costs are your responsibility and will always be clearly explained before enrollment. 

Step 1: We discuss your current benefits and retirement goals.
Step 2: We explain your Medicare and retirement plan options.
Step 3: We map out your transition timeline so nothing gets missed.
Step 4: We provide ongoing guidance until you retire. 

• Licensed Medicare & retirement planning professionals
• Product-neutral advice tailored to your needs
• Clear, simple explanations without jargon
• Warm, personal approach — we're here for the long run
• Virtual appointments available nationwide

Retirement planning is easier when you start early.

Let's make sure you're ready when the time comes.