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The choices of Medicare plans and options can be extremely complex. And that goes for both Medicare Initial Enrollment and annual Medicare Open Enrollment as well. Even the timing of signing up for Medicare enrollment potentially triggering annual penalties.
JL Bainbridge is a family wealth advisory firm in Sarasota, with over 42 years of experience guiding clients along the path of long-term investing. While investment planning, retirement planning, and even estate planning have been core focuses since the beginning, Medicare has become a more recent—but equally important—area of attention.
“I just went through the Medicare gauntlet myself,” said John B. Leeming, CFP®, president at JL Bainbridge. “That experience really brought home the idea that Medicare should be a key part of everyone’s financial planning. Every choice affects the future of both healthcare and personal finances.”
JL Bainbridge advisors are fiduciaries, so they’re required by the SEC to act first and foremost in their clients’ interest. The Medicare system has given rise to a huge industry of insurance sales, mostly under the guise of “helping you choose the right plan.” But JL Bainbridge’s advisors are only interested in trying their best to help their clients prosper. Their fee-only structure means that their clients’ decisions about Medicare will also impact their own financial futures.
Now Bainbridge also uses powerful software tools to help cut through the complexity and match potential Medicare plans to their clients’ unique needs. The combination of experienced financial advisors with excellent Medicare-filtering software provides a convincing combo for making informed decisions about Medicare.
In fact, as the interest grew around Medicare, JLB started offering webinars and seminars on Medicare Initial Enrollment and Medicare Open Enrollment to help explain the financial implications of Medicare decisions. The in-person seminars also allow for interaction with other investors going through the same process and encountering similar decision challenges with Medicare enrollment. These seminars are offered approximately once a month, with the next available one being on Tuesday, February 13, in JL Bainbridge’s office on Main Street in Sarasota.
Another way to start learning about Medicare and finances is to consider a financial review session. JL Bainbridge’s Free Financial Review session is about an hour long and includes twelve areas to explore with a family wealth advisor. Included among them is an introduction to JLB’s exclusive yourFutureSM Planning Process, a Medicare briefing, and portfolio review. If you or someone you know has Medicare on their mind, an hour with an advisor at JL Bainbridge sounds like an hour well spent.
JL Bainbridge’s Free Financial Review includes twelve areas to explore with a family wealth advisor. Included among them is an introduction to JLB’s exclusive yourFutureSM Planning Process and a Medicare briefing and portfolio review. If you or someone you know has Medicare on their mind, an hour with an advisor at JL Bainbridge sounds like an hour well spent.
To learn more about JL Bainbridge or to set a time for your Free Financial Review, call (941) 356-3435 or visit jlbainbridge.com.
JL Bainbridge’s Free Financial Review.
RSVP for JL Bainbridge's Free Seminar: "The Smart Way to Enroll in Medicare"
Tuesday, February 13th, 2024 at 1:00pm and 5:00pm
1582 Main Street Sarasota, FL 34236
