Medicare and Social Security
One of the key components that we must deal with as our financial planning clients retire is medical coverage. Often this involves their moving from private insurance coverage to having medical coverage through the Medicare program. Often this change to Medicare, for the first time, results in clients realizing that healthcare expenses can be a substantial financial burden for them for all their years in retirement i.e. a major impact on their retirement income plan.
For the advisors at Preservation Financial to be able to provide expert guidance in planning for participation in the Medicare program we have obtained appropriate certifications to present appropriate medical coverage plans for our clients. And we have on staff, a fully licensed Medicare person who can enroll one in a Medicare Advantage plan or obtain coverage in a Medicare part D plan or to enroll in a Medicare Supplement plan.
Meet Kirk O'hair
A Texas native with a background in Home and Family Life from Texas Tech University, has developed a reputable career in financial services spanning over 19 years. His journey led him from real estate to financial services, where he found his calling in providing expert guidance on Medicare, life, and medical insurance. Kirk's credibility is deeply rooted in his personal experience with Preservation Financial, where he initially joined as a client and was impressed by the firm's integrity and client-first approach. This firsthand experience solidified his trust in their expertise and commitment to helping others, prompting him to join the firm in 2023 to expand its Medicare and insurance business. Kirk's dedication to serving clients aligns with his belief in putting people first and adhering to Biblical principles, making him a trusted expert in Medicare and social security matters.
