Medicare and Your Financial Advisor

AEP Merry or Scary

It’s spooky how fast the Holiday Season creeps up on us like a Halloween spider. If you don’t have a trusted financial advisor,  this is a scary time of year for folks on Medicare.

AEP, the Medicare Annual Enrollment Period begins Oct 15 and ends on Jan 5. Having professional guidance can make this Holiday Season merry instead of scary!

A trusted and proficient financial advisor can help tailor a Medicare Plan that fits your specific medical needs. They also have a fiduciary duty to create a plan that fits your budget.

Medical Insurance, like Life Insurance should bring you peace of mind, not anxiety. 

The financial advisors at Treveri Capital offer medical, life and financial planning. Let us help you navigate AEP and take the stress out of your holidays.  

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