Helping you pursue your financial goals with our simple Money Matters Retirement Review
It's Never Too Early or Too Late to Start Planning For Your Retirement
About
Derek Baltimore, LACP ©
Derek Baltimore has been in the field of limiting consumers' healthcare costs in Medicare for over 29 years.
Are You Financially Ready for Retirement?
With our broad range of services, we can provide you with a comprehensive, integrated strategy to help you take the next step. Get in touch today to learn more about how we can help secure your retirement.
How Can I Help You?
Medicare Supplements
Medicare Advantage
(Part C)
Lifetime Income Solutions
Attend a live Medicare 101 Seminar
Medicare Insurance
All major carriers represented in TN, AR & MS, TX, ID, NV, CA & FL
An independent, trusted and unbiased advisor focusing on safety & security while in retirement
Make the most of your retirement
We strive to help our clients make the best decisions for their retirement planning. As experienced Medicare and retirement advisors, we have the knowledge and expertise to help you make the most of your retirement funds and ensure your future is secure.
Contact us today and let us help you create your ideal retirement plan.
Hours
Monday-Friday: 10am to 5pm
Saturday: Closed
Sunday: Closed
202 South Maple St A Covington, TN 38019
Direct: 901-299-1083
Fax: 901-290-1604
About Us
I provide a range of financial services and advice to help you make the most of your money. I specialize in providing retirement income and comprehensive tax planning tailored to your individual needs.
We Offer Services in These Areas:
Wealth Management Retirement Planning
Customized Portfolios Long-Term Care Quotes Capital Preservation Wealth Transfer Death Settlement Assistance
Fixed and Fixed Index Annuities Social Security Planning Tax Efficient Strategies Attorney/Estate Planning Documents Medicare Solutions CPA Resources Small Business Employee Benefits
Income Stream Planning 401(k) or Other Pension Plan Rollovers Life Insurance Quotes Risk/Cost Analysis on Investments Trust Funding Securities Team Approach
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