60 Min. Zoom or Phone Call
This is a 60 minute Zoom or Phone Call appointment to review any materials or questions you may have with Gayle.
Annual Review
Zooms or phone call appointments to review clients quarterly reports.
In Person Office Visit
This is a 60 minute in office appointment with Gayle. This is to review any of your accounts as well as have any new questions answered about your current financial situation. Please bring any materials with you that you would like to review with Gayle during your meeting.
Post IRMAA Seminar Meeting
Complimentary IRMAA and Tax Review A one-on-one follow-up to the workshop covering how your retirement income may affect your Medicare premiums and taxes. Bring your most recent tax return, Social Security statement if available and investment accounts. No cost, no obligation, nothing sold. Please allow 60 minutes, and spouses are welcome to attend together.