Choosing the wrong Medicare health plan can cost Seniors thousands of dollars in out-of-pocket medical costs. We offer Medicare Supplement and Medicare Advantage plans from the nation's top insurance companies, and we'll help you pick the right plan for you.
Our safe-money strategies help seniors protect and grow their retirement assets with zero risk of loss due to stock market declines. We can show you how to maximize your retirement income and turn your retirement accounts into income that you cannot outlive.
We offer Final Expense planning, funeral trusts, and tax-free wealth transfer plans with Long-Term Care benefits. You worked hard your entire life, so our goal is to help you maximize your legacy so you can leave behind the safety and security that your loved ones deserve.
Today, many Americans struggle with the financial aspect of retirement planning. At Southern Ohio Retirement Group, our commitment is to help you build a retirement road map so that you have a safe, secure and prosperous retirement. We will meet with you, listen to your retirement planning objectives, and help you determine which insurance and retirement solutions would work best to help you achieve your goals.
Having a solid Medicare health plan is a vital part of a secure retirement. Don't let unexpected medical costs derail your retirement plan. Let us walk you through the Medicare maze and help you choose the best plan for you.
A Fixed Index Annuity is a key component of a balanced retirement portfolio that offers growth potential with no risk of market loss. FIAs are a great option for people who want the potential for lifetime income and protection from market declines.
Final Expense planning helps ease the burden placed on a family when a loved one passes away. We offer affordable whole life plans that can be used to pay for a funeral, burial or cremation, and other final expenses.
We offer a unique mix of products that will pay for funerals, help protect your assets and/or transfer assets to the loved ones and charities you value most through an irrevocable trust.
If you are confused by retirement income planning, we can help! We will show you how to maximize your Social Security benefits and convert your retirement accounts into monthly income that you cannot outlive through annuities and other safe-money strategies.
Southern Ohio Retirement Group regularly hosts free, educational retirement planning and Medicare workshops in Cincinnati and the surrounding communities. Our goal is to educate consumers on Medicare and the latest strategies for a secure retirement.
UPCOMING DINNER WORKSHOPS:
Financial Seminar
Thursday, May 2nd @ 6pm
Outback Steakhouse
7731 Five Mile Rd
Cincinnati, OH 45230
Financial Seminar
Tuesday, May 7th @ 6pm
Outback Steakhouse
7731 Five Mile Rd
Cincinnati, OH 45230
New to Medicare Seminar:
Tuesday, May 14th @ 6pm
Country Inn
290 Brooks-Malott Rd
Mt. Orab, OH 45154
New to Medicare Seminar:
Wednesday, May 15th @ 6pm
Olive Garden
475 Ohio Pike
Cincinnati, OH 45255
New to Medicare Seminar:
Thursday, May 16th @ 6pm
Olive Garden
475 Ohio Pike
Cincinnati, OH 45255
To schedule your free consultation, please give us a call at 1-800-351-1396 or send us a message below! We look forward to working with you!