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Why Choose Us?
We know our clients are individuals with different needs, budgets, and expectations.
We take pride in being your advocate and serving clients of all income levels. Whether you are looking for Medicare/Medicaid plans, assistance with a 401k rollover, Raymond Senior Planning is the local company that is sure to save you money and time. Most of our staff is also bilingual in Polish!
How we can help:
- Medicare
- Medicaid
- Health Insurance
- Life Insurance
- Investments
- Roth IRA’s
- 401k’s
Raymond Senior Planning helped my husband and I navigate Medicare and Retirement stress free! Beata answered our questions every step of the way and explained options we had once my husband was ready for retirement. Everyone looks forward to retiring but no one tells you how to go about all these changes from medical insurance and what to do with your 401k.
I kept seeing commercials on the TV regarding Medicare Savings and I was too nervous to call a random number. A friend referred me to Raymond Senior Planning and Beata took the time to explain the Medicare Savings Program in great detail. After our first appointment, I was very thankful to hear I am eligible for the program and how smooth the process was because of Beata and her staff.
Raymond Senior Planning helped me save hundreds on my medications last year. I was not aware that two of my drugs were not covered with my current plan. Beata reviewed all my medications and Doctors and found me an Advantage plan that covered everything! She even took the time to check different pharmacies in my area to make sure I was getting the most savings. Thank you RSP!
Insurance Providers We Work With
