Are You an Individual Planning for Retirement?

Whether you’re turning 65, recently retired, or making a career change, we’ll guide you through your Medicare and retirement options with clarity and care.  

You’ve worked hard to get here — but now the decisions and deadlines can feel overwhelming. Which Medicare plan is best? When should you enroll? What should you do with your 401(k)?

At Retirement Transition Pros, we make it easy. We explain your options in plain English, create a clear transition plan, and help you avoid costly mistakes — so you can focus on enjoying your next chapter.

We provide the clear, step-by-step guidance you need to make confident decisions. From understanding Medicare and comparing plans to rolling over retirement accounts and protecting your savings, we’re here to help you transition smoothly.

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 Medicare Made Clear

• Understand eligibility, enrollment, and timing
• Compare Medicare Advantage vs. Supplement options
• Review prescription drug coverage to avoid penalties
   

Retirement Plan Transitions

• Roll over 401(k) or pension funds into safe, flexible accounts
• Create a retirement income plan that works for your lifestyle
• Protect savings from unnecessary risk
   

Supplemental Coverage

• 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 learn about your current benefits, retirement goals, and timelines.
Step 2: We identify Medicare and retirement plan options that fit your needs.
Step 3: We create a step-by-step transition timeline.
Step 4: We help you enroll in your chosen plans and stay on track each year. 

• Licensed Medicare & retirement planning professionals
• CMS-compliant, product-neutral guidance
• Clear, simple explanations without jargon
• Warm, personal approach — you’re never just a number
• Nationwide virtual appointments available

The right guidance now can save you time, money, and stress later.

Let's make your retirement transition simple.