SERVICES
We offer the following retirement planning services in Maryland.
Live in another state and want us to help? Excellent! Let us know where you live by clicking here.
New-to-Medicare Consult
Medicare is complex. Don't struggle alone! We provide personalized, in-person or Zoom online education on Medicare Parts A, B, C & D. Comprehensive comparison of all Medicare plans in your area. Medicare Part-D prescription drug plan analysis. Step-by-step guidance on when and how to enroll. We handle everything! Already on Medicare? We've got you covered too.
Life Insurance
There are many reasons why people invest in life insurance which include handling final costs, debt or income replacement, legacy gifts to loved ones, giving to charities, and tax free income in retirement. Our discovery process ensures that you have exactly the right coverage to protect the people you love.
Retirement Income Planning
Our Income Insight Process gives you a clear vision of your retirement income situation and any challenges for which you may need to prepare. We analyze multiple strategies, assess the impact of multiple retirement decisions, and find ways to resolve or eliminate conflicts that one decision may have on another area. Your actionable Income Blueprint report will include all details. CLICK HERE to download a sample.
Dental & Vision Insurance
Medicare does not cover routine vision & dental care. Medicare Supplement plans do not include vision and dental benefits. Medicare Advantage plans may include services not covered by Medicare. Call now to compare options with a trained professional on your side.
Long-Term Care Planning
Extended care is very expensive and can be hard on family. We provide traditional Long-Term Care insurance and Hybrid options to help you stay at home, maintain your lifestyle, protect your retirement nest egg, and ease the burden on family caregivers. Let professionals take care of you so your children can spend time with you.
Compare Medicare Plans
Medicareful is an easy-to-use Medicare plan finder that compares some of the available plans in your area. A licensed agent with Rooted Insurance will guide you through enrollment upon request. Whether it’s a Medicare Supplement, Medicare Advantage Part C Plan, or a Medicare Part D drug plan, we’ve got you covered. Ongoing customer care included!
