Helping Maximize Your Social Security & Medicare
Social Security Consulting
Medicare Supplement Plans
Tax Preparation
What We Do
Social Security Consulting
Medicare Supplementary Plans
Medicare Supplementary Plans
Social Security is an important part of your retirement income. Let Adelphi Financial help you maximize your benefits and minimize your taxes. We can also personally guide you through each step of the claiming process to help ensure accuracy and optimal claiming decisions.
Medicare Supplementary Plans
Medicare Supplementary Plans
Medicare Supplementary Plans
If you're age 65 and older, you probably know there are many health costs not covered by Medicare. We'll compare quotes and options from our many insurance partnes to find you the "best fit" Supplemental Plan that gives you the most beneficial coverage at the lowest price.
Tax Preparation Services
Tax Preparation Services
Tax Preparation Services
Adelphi Financial can provide complete preparation and E-file for you at tax time. We have E-signature capabilities plus broad experience filing federal and state returns.
Estate Planning
Tax Preparation Services
Tax Preparation Services
Through a partnership with Helios, Adelphi Financial can facilitate the creation of your estate plan. Our partnership reduces the cost for personalized, high quality estate plan documents.