Anyone know someone, preferably in Lubbock, who works as an advisor or consultant for people approaching Medicare and Social Security age? Basically someone who charges a flat fee to tell people what they need to do to maximize their benefits.
I know Elder Law & Estate attorneys, CFPs, Financial Advisors, CPAs, and Insurance Agents work in and around this area, but I am hoping to find someone who specializes in retirement benefits and doesn’t sell products as a part of their service.
Thanks in advance for any help!
I know Elder Law & Estate attorneys, CFPs, Financial Advisors, CPAs, and Insurance Agents work in and around this area, but I am hoping to find someone who specializes in retirement benefits and doesn’t sell products as a part of their service.
Thanks in advance for any help!