Tristate Senior Retirement Planning 5900 U.S. 60, Ashland, KY 41102
About the Business
Welcome to Tristate Senior Retirement Planning, your trusted partner in navigating the complexities of Medicare and retirement planning. Located at 5900 U.S. 60, Ashland, Kentucky, we are dedicated to providing personalized health and insurance solutions tailored to your unique needs. Our local agents are committed to offering one-on-one assistance, ensuring you never have to deal with automated phone systems or long hold times.
At Tristate Senior Retirement Planning, we understand that over 70% of Medicare recipients are enrolled in an Advantage Plan. Our mission is to ensure you are enrolled in the best plan for your needs, including doctor and prescription networks. If you're approaching retirement, we can help transition you from your group plan to a policy that you own, providing financial protection for your family.
Are you uncertain about what to do with your 401k or IRA as you near retirement? Let us introduce you to Fixed Index Annuities, which can safeguard your retirement savings and offer a lifetime of income without the risks associated with money market losses.
Our services are fee-free, and we pride ourselves on offering direct, personalized service. As a native of the Ohio Valley, our agent is deeply familiar with the local community and dedicated to meeting your needs and inquiries.
We also offer a range of insurance products, including up to 30-year Term Policies with Living Benefits and Indexed Universal Life Policies, which are ideal for self-employed contractors. These policies can include a Long-Term Care Rider to protect your assets if you need nursing facilities or home health care.
Navigating your Medicare options can be challenging, but we're here to help. Whether you choose Original Medicare or a Medicare Advantage Plan, we provide comprehensive guidance to help you make informed decisions. With our expertise, you can enjoy the additional benefits of Medicare Advantage, such as prescription drug coverage, vision, dental, hearing, and wellness programs.
For more information or to schedule a consultation, contact us today. Let Tristate Senior Retirement Planning be your guide to a secure and fulfilling retirement.
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Location & Phone number
5900 U.S. 60, Ashland, Kentucky 41102, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Donnie helped me and my wife with our life insurance planning. He is very knowledgeable and was willing to put in the time and effort to get us what we needed. We all pay for auto, home and mobile phone insurance. Make sure you and your family are covered, get life insurance! Call Donnie I promise he will help you."
"A awesome insurance broker who takes the time i needed to explain whats best for me and my family . We highly recommend him for any of your insurance needs !"
"When Donnie Lucas came to my office and reviewed my policy with me he was great. Explained everything to me in details and where I could understand. Could not be happier. Thank you"
"Donnie was fantastic! After our parents passed away we knew we need some guidance on what to do to protect our daughter and provide for her. He listened to what our situation was current and set a plan in motion for future plans. He gave trajectories on what to expect with the future but assurance that if those situations didn’t come the way they are projected the original investment is protected! I highly recommend Donnie for any retirement planning you seek that he offers. He is knowledgeable in insurance, health and life, annuities and future planning to lessen the burden on families when birth and death happens."
"Excellent service. Went over and beyond to answer all my questions and supply all the information, I needed about my policy."
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