Social Security & Medicare

Social Security Analyzer

Call us for an analysis report. Deciding when to retire can be confusing.  Should you wait until full retirement and tap into your 401k?  Should you retire early and take your 401k distributions later?  We can help you with those decisions.

Medicare Options

We have several Medicare Supplement Plans to choose from.  We can help you a make the right decision.  Whether you’re about to turn 65 or want to look at other choices during the Annual Enrollment Period, we’re here to help!


For information on Medicare, go to

For information on social security, go to

Supplement Insurance Companies

The home office Investment Planners, Inc. is not affiliated with all insurance products mentioned here.