We’ve partnered with McGarry Retirement Advisory Group and Retirement Healthcare Solutions LLC to offer our members an array of financial planning services including, Medicare planning. An Independent Agent with Retirement Healthcare Solutions will help you make informed Medicare decisions and get properly enrolled.
In a brief, no cost one-on-one Medicare meeting at our credit union you will have the opportunity to:
Meet with Justin Wight, principal agent at Retirement Healthcare Solutions LLC
Receive simplified education on what Medicare part A and B is and how it will affect you
Know which Medicare health plans and drug plans are available to you
Understand when the best time will be to get enrolled in Medicare and its associated plans and how to do that
For more immediate assistance or questions regarding Medicare please call Justin Wight at 801-721-9806.
Any ACU member has access to these services, but they are best utilized by members that are:
Going to retire soon
Want to meet with a retirement planner
Already retired and need a second opinion on your retirement plan
Want to put long-term money into investments
Or interest in determining what to do with your retirement savings from a former employer’s plan
How It Helps You
How It Works
You can meet with a trusted advisor for a complimentary review
The advisor will meet with you at any ACU branch
Peace of Mind
The advisor will help to provide you with a personalized retirement plan that can be easily tracked and reviewed by a professional throughout your retirement
McGarry Retirement Advisory Group can meet with you personally at any ACU branch. Meetings are by appointment only. Fill out the form below to request an appointment.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are not deposits, not insured by NCUA or any other government agency, not guaranteed by the credit union, and are subject to risk and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Ascent Credit Union, Retirement Healthcare Solutions LLC and McGarry Retirement Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned above are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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