As you reach retirement age, you'll have two very important programs that become available to you - Social Security and Medicare. What many don't know is that these two programs are intertwined, and the more you understand each and how they work together, the greater likelihood you can maximize your benefits and minimize taxes, premiums, and other out of pocket costs as you age. Welcome to Adelphi Financial. Let us be your guides through Social Security and Medicare planning.
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.
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.
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.
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.
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