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Are you concerned about outliving your retirement savings? The Local Retirement Pros will guide you down the right path to help you plan to make your retirement savings stretch over 25 to 30+ years.

What happens to your assets when you are gone? We can help you set up a properly constructed estate plan where your assets can be assigned properly to make sure that your loved ones are taken care without the burden or consequences of sorting things out after your death.

No one wants to pay more taxes than necessary, and that holds especially true the closer you get towards retirement. The Local Retirement Pros at BGK Financial will help guide you so your retirement assets are allocated & distributed as tax-efficiently as possible.

There are a lot of important factors to consider when planning for retirement and making informed decisions about your social security benefits is paramount. Choosing when to retire is a significant and personal decision. We will provide guidance and help you maximize your social security benefits with your unique circumstances in mind.

The cost of assisted living facilities and at-home-care services continue to rise. You may want to consider planning ahead for these potential expenses as Medicaid, Medicare, and typical health insurance policies may not cover all of your Long Term Care needs. We can help evaluate your situation to see if Long Term Care coverage makes sense for your particular situation.

We offer all types of health insurance plans: HMO, PPO, HSA, major medical plans, Medicare Supplement, Medicare Advantage, Part D plans, and more. Whether you are under or over the age of 65, BGK Financial can help you choose a plan that is right for you, your family, and your unique situation.