WHAT'S YOUR RISK NUMBER?

TAKE THIS TEST TO KNOW YOUR RISK

WHAT'S YOUR RETIREMENT INCOME GAP?

​We have a lot to offer you.
Take a look through our many resources.

Here, you’ll find a variety of calculators, videos, and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you every step of the way and want to be a resource for you!

www.turning65today.com

Turning 65 is not an option. And neither is enrolling for Medicare. The process may seem intimidating, but that’s where we come in. Turning65Today was established to assist individuals in maneuvering the Medicare maze.

As licensed, independent Medicare specialists, certified with top Medicare Advantage, Prescription Drug and Medicare Supplement insurance plan carriers, we offer assistance, free of charge, to ensure you end up with the plan that is right for you.

There is no “one size fits all” when it comes to Medicare coverage. We will help you find the one that fits your needs, desires and budget. Through education and plan comparisons, you will feel in control of each decision you make along the way. The right medical coverage + the right prescription drug plan = Peace of Mind.

Are you prepared for retirement?

​Download your COMPLIMENTARY retirement income guide today and start learning more about where you are in your retirement income future!
​We work with the top insurance carriers to provide you the best choices for all your Medicare needs:
  • Medicare Enrollment (Parts A & B)
  • Medicare Advantage Plans (Part C)
  • Prescription Drug Plans (Part D)
  • MediGap Plans
  • Group Work Health Coverage
  • Enrollment/Change Deadlines

RETIREMENT DESTINY RADIO

​​You have probably heard us on the radio or seen us on television. RetirementDestiny.com, (a division of Beacon Retirement Planning Group) is our easy-to-use consumer website where people who are concerned with their retirement can get straight answers to their questions. We offer a complimentary report that we call a Retirement Readiness Report. Through this in-depth financial analysis, we help you determine your retirement destiny. We help you foresee any funding shortfalls and map out a concrete, safe and proven path to the retirement of your dreams.

CALCULATORS

Retirement Income
401 (k) Planning
Life Insurance

HELPFUL ARTICLES & GUIDES

BEACON VIDEO LIBRARY

THE HORIZON FORMULA
PIECES OF A SUCCESSFUL RETIREMENT PLAN
3 RULES OF INVESTING

Office Locations

Carlsbad (Headquarters) | Escondido
Scottsdale, AZ

p: 855-346-2663 | f: 760-692-0775

© 2020 Beacon Retirement Planning Group, Inc.

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Contact
Kelly J. Carter: CA Ins Lic # 0E89958 | Steven A. Conte: CA Ins Lic # 0E36640
Advisory Services offered through ChangePath, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and ChangePath, LLC are not affiliated.

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
 
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.