Discover if Transitions To Retirement LLC is right for you. Expert one-to-one consulting in Medicare, Social Security, tax planning, and more.

Your Ideal Retirement Starts Here

Who We Help — and How We Do It

At Transitions To Retirement LLC, we know that planning for retirement isn’t just about numbers — it’s about people. Our clients come to us with unique needs, personal goals, and one common desire: peace of mind before, during, and after retirement.

If any of the questions below make you nod your head, you’re exactly who we’re here to serve.

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Do You Need…

Transitions To Retirement LLC
Consultation Agency

Do you need Clarity on Medicare? Ask Transitions To Retirement

1.  Clarity on Medicare

  • Are you unsure when or how to enroll?
  • Do you want to avoid costly mistakes that can follow you for years?
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Do you know the best time to start your Social Security Strategy

2. A Social Security Strategy

  • Do you know the best time to start benefits for your specific situation?
  • Are you concerned about maximizing lifetime income?
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Would you like to reduce your tax burden in retirement?

3. Proactive Tax Planning

  • Would you like to reduce your tax burden in retirement?
  • Do you want to protect your savings from unnecessary taxes?
  • Avoid IRMAA Surcharges — Strategic tax planning can help reduce or eliminate Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) surcharges, keeping your premiums as low as possible
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Do you know how to safeguard assets for your family? Ask Transitions To Retirement

4. Legal Protection for the Future

  • Are your will, trust, or power of attorney documents up to date?
  • Do you know how to safeguard assets for your family?
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Transitions To Retirement will confirm entitled benefits from the Veterans Benefits

5. Veterans Benefits Guidance

  • Could you or your spouse be entitled to benefits you’re not using?
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Have you planned a steady, reliable income for retirement - Transitions To Retirement can show you how.

6. Income Planning You Can Count On

  • Do you have a plan for steady, reliable income through retirement?
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Here’s How We Start

Step 1 — Conversation First

We begin with a no-pressure consultation to understand your goals, concerns, and priorities.

Step 2 — Review & Recommend

We review your current plans, identify gaps, and provide clear, actionable recommendations.

Step 3 — Implement & Adjust

We work side-by-side with you to put the right strategies in place — and adapt as your needs change.

One Fee. Lifetime Support.

A simple, one-time $250 fee covers lifetime consulting and advice for both spouses—including Medicare, Social Security, proactive tax planning (IRMAA), income planning, legal document guidance (Wills & POAs), veterans benefits, and long-term care planning.

No renewals. No hourly billing. Just answers when you need them. See what’s included.

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Are you prepared for the financial impact of nursing home care?

7. Nursing Home or Long-Term Care Planning

  • Are you prepared for the financial impact of care if it’s needed?
  • We help you prepare for the possibility of long-term care without draining your life savings. Instead of buying costly insurance, we focus on smart planning strategies that protect your assets and keep your options open for quality care in the future.
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Transitions To Retirement Consulting Agency

8. Guided Transitions that Make Sense

We simplify complex retirement decisions so you can move forward with clarity and confidence — no confusion, no wasted time.

  • Translate complicated topics into plain language.
  • Prioritize the steps that have the biggest impact.
  • Avoid common pitfalls that can cost time or money
  • Create a clear, actionable path forward.
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Getting started is simple — and designed to be stress-free with Transitions To Retirement.

9. How to Start

Getting started is simple — and designed to be stress-free.

  • Schedule your no-pressure consultation..
  • Share your goals, questions, and priorities.
  • Receive clear recommendations tailored to your needs.
  • Decide on next steps at your own pace.
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