Senior Planning Experts
Helping you insure a healthy future!
it's that easy.
Our simple process to get you covered.
Listen.
Your needs are our top priority. The first step is us listening to you.
Get to work!
We take what you have told us and find the very best options to present to you.
Review Our Findings with You
Review in detail each of the plans we've come up with for you.
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
Insurance Providers We Work With
We do not offer every plan available in your area. Currently we represent 10 organizations which offer 62 products in your area. Please contact Medicare. gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
What Our Clients Are Saying
Raymond's Senior Planning recently helped my father with his Medicare enrollment, and I can’t say enough good things about the experience. Beata and her team were incredibly patient, helpful, and understanding throughout the entire process.
They took the time to explain everything clearly in a way that truly made sense for him, which made a potentially overwhelming situation feel much more manageable. You can tell they genuinely care about the people they’re helping.
If you or a loved one need guidance with Medicare or senior planning, I highly recommend reaching out to Beata and her team.
What Our Clients Are Saying
I had a wonderful experience with Nicole & Beata at Raymond Senior Planning. I was so confused about signing up for Medicare and which way was the best for me. They were very thorough and knowledgeable and showed me all my options. It made life so much easier. If your confused by anything I urge you to go see them. The price is very reasonable and you will walk away very happy.
Thank you Nicole & Beata!
What Our Clients Are Saying
Be assured you are in good hands with Beata and the rest of the team at Raymond Senior Planning. Knowledgeable, responsive, compassionate, and reasonably priced - their assistance with my family's senior planning needs have been invaluable! Can't recommend highly enough!!
