About Us |
Yari McGuire | Medicare and Retirement Planning Specialist
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I became involved in the Medicare Supplement field in 2004, while working with a major Medicare Supplement Insurance Company. I will be able to assist you in your search for a Medicare plan with coverage and rates to fit your need and budget. I take pride in personal service. I would also help you plan and protect your hard-earned retirement savings and wealth. Proper planning is the key to a sound plan for retirement. It’s vital to have a sustainable stream of income that will take care of basic living needs and grow enough to hedge inflation when you’re ready to retire. Most people want to have a “pay-check” and a “play-check” each month during retirement. I use the future value of money calculation to approximate the dollar amount needed to retire and live life comfortably. Many people are invested in risky or market driven plans that carry large fees. Some of those plans have hidden fee’s that you are charged, even when the account loses and declines in value. My goal is to provide a solid realistic plan that can provide growth without the downside risk associated with the Market and without charging those account draining fee’s. I take the holistic approach and spend the time to analyze your existing plan, your living expenses and design a new plan to fit your needs and protect your wealth.
Please look at the following chart to see an example of current and historical performance of the market. We want to suggest a plan that can virtually eliminate the downside. 
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Medicare Supplement Planning
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
By Appointment only Naples/Ave Maria, Florida |
EMAIL
[email protected] |
CALL US
(800)-547-5407 |
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