MEDICARE INSURANCE & RETIREMENT PLANNING SOLUTIONS
Your needs evolve. Our Medicare and retirement solutions evolve with you.
Licensed in all 50 states
Providing independent guidance to protect your healthcare and secure your retirement income.
Representing Bucks County & across the US, we provide Medicare beneficiaries with clear guidance and customized plans in Medicare health insurance, Social Security, life insurance, and retirement planning.
Each person has different health, prescription & financial needs. By taking an in-depth approach, we view each persons circumstances to the finest detail to ensure that we pick the plan that’s tailored to you.
A CLEARER PATH TO MEDICARE, BUILT AROUND YOU
Choosing the right Medicare plan doesn’t have to be confusing.
We simplify Medicare insurance planning by analyzing top-rated Medicare Supplement plans and integrating them with your Social Security and retirement goals—all at no cost to you.
Our Unique Process
Complimentary Needs Analysis
We start with a free review of your prescriptions, doctors, and health needs to understand what coverage fits you best.
Plan Comparison
We review plans from all major carriers in your area, so you’re not limited to one option.
Personalized Recommendation
We help you choose the plan that best fits your needs, often improving coverage while saving money.
Ongoing Review
Already enrolled? We’ll do a quick check to make sure your current plan is still the right fit.
RETIREMENT PLANNING & FINANCIAL STRATEGY
Your financial support for the years ahead.
Build a secure retirement strategy tailored to your unique goals. We take the time to understand your life, priorities, and plans for the future, then create thoughtful income planning and wealth management solutions designed to protect your savings from rising healthcare costs. From Social Security optimization to long-term care planning, we help shape a financial plan that supports you today — and continues to work for you in the years ahead.
Trusted By Those We Serve
NATIONAL MEDICARE SPECIALIST & INSURANCE BROKER
Speak With Specialist Justin Kendter
Ready to align your Medicare coverage with your retirement goals? Fill out the form below for a personalized consultation. Justin will help you compare Medicare plans and build a strategy to protect your retirement income.
OFFICE LOCATION
103 Hyde Park
Doylestown, PA 18902
OFFICE HOURS
Monday - Friday
9AM - 6PM EST
Common Questions on Medicare & Retirement Income
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This depends on the size of your employer. If your company has 20 or more employees, your group plan is usually primary. However, I often help clients compare their workplace premiums against Medicare Supplement costs. Frequently, Medicare offers better coverage for less money.
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High earners may pay an Income Related Monthly Adjustment Amount (IRMAA). As your retirement planner, I look at your tax-efficient withdrawal strategies to help manage your Modified Adjusted Gross Income (MAGI) and potentially lower these surcharges over time.
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Medicare Advantage (Part C) is an "all-in-one" alternative to Original Medicare, while Medigap (Supplement) helps pay your out-of-pocket costs under Parts A and B. I provide a side-by-side plan comparison to see which fits your budget and healthcare needs in your specific state.
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You can enroll in Medicare at 65 even if you delay Social Security until age 70. I help you coordinate these two milestones to ensure your retirement income strategy is optimized for maximum lifetime benefits while covering your healthcare costs.
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Yes. I am licensed in all 50 states. Retirement planning and Medicare aren't "one size fits all," but the rules are national. I use secure virtual consultations to provide the same personal, one-on-one guidance to a client in Florida as I do for someone in California.
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This is the core of a Secure Retirement Strategy. I look beyond simple savings to build an Income Plan that accounts for inflation, market volatility, and rising healthcare costs. By coordinating your Social Security timing, pension options, and tax-efficient withdrawals from your 401(k) or IRA, I help you create a sustainable "paycheck" for life. My goal is to give you the confidence that your lifestyle is protected, no matter how long your retirement lasts.