The holidays are upon us now and, coincidentally, so is the annual Medicare Open Enrollment period! As most of you know, Virtus Wealth Management is a full service wealth management firm, and we pride ourselves on helping our clients with all aspects of their financial life. Our holistic approach coordinates and unifies financial decisions, so that those decisions complement each other and produce enhanced results. We look at the big picture and assess the factors that are unique to each, individual situation.
This includes Medicare.
- If you are currently enrolled in Medicare and have questions about the open enrollment period, we can help you.
- If you are nearing your 65th birthday and have questions about enrolling in Medicare, we can help you.
- If you missed your initial or special Medicare enrollment period, we can help you.
A fragmented approach to finances, including health care, leads to inefficiencies that can erode your financial future. Please contact us if you would like personalized Medicare guidance, unique to your situation. We are here to help you.