Learn all about Retirement Planning

Plan for your

Retirement Now

Secure Your Long-Term Future

about Retirement Planning

  • BALANCE

    Properly balance investments in health saving accounts, 401k plans, and IRA/Roth IRA accounts.

  • RISK ASSESSMENT

    Properly align risks, returns, and options to avoid sequence of return risk.

  • SOCIAL SECURITY

    Learn your social security benefits for you and your spouse. Go to ssa.gov and sign up to know your options of when to take social security and how much income you can count on.

  • MEDICARE

    Learn about Medicare and Medigap plans. Also know what Original Medicare covers. See the deductibles on Original Medicare and how different they are from alternative options. Check out MedicareEnroll page for Medicare Your Way.

  • HOSPITAL INDEMNITY PLANS

    Decide to purchase a hospital indemnity plan before health declines to prevent excessive health care expenses. Review long term care policies or alternative life insurance plans to help with health expenses. Learn how to avoid deductibles and co-pays.

  • DENTAL PLANS

    Original Medicare does not cover dental care. Seniors who want dental insurance must get it through a Medicare Advantage plan and purchase extra coverage when signing up. In addition, you can buy individual dental coverage. Please contact me for your options.

  • Rx CARDS

    Discover the benefits of RX cards to keep prescription costs low.

Complete Protection For Your Loved Ones

Secure your family's financial future with long-term planning today!

secure your financial future

Thanks Don!

"Hello my name is Wanda C. I wanted to take a moment to say that I am a client that has been working with Donald Brown for a while to help assist me in getting prepared for my retirement. I am satisfied with the knowledge that Donald has in helping me to acquire and position me for my retirement when that time comes. I look forward to continuing working with Donald Brown as him and I continue to work towards my goal of retirement."

~ Wanda C. ~

Thanks Don!

"Hello my name is Wanda C. I wanted to take a moment to say that I am a client that has been working with Donald Brown for a while to help assist me in getting prepared for my retirement. I am satisfied with the knowledge that Donald has in helping me to acquire and position me for my retirement when that time comes. I look forward to continuing working with Donald Brown as him and I continue to work towards my goal of retirement."

~ Wanda C. ~

Address : 411 Buchloe Drive Marysville, OH 43040

Address : 411 Buchloe Drive Marysville, OH 43040

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