Advanced Retirement Solutions is an independent insurance agency specializing in Medicare and Wealth Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located all across Massachusetts and New England, giving us a great feel for the insurance & financial landscape. We design solutions with a focus on your short and long-term needs, which we combine with personalized advice aimed at helping our clients make better-informed decisions.
•Competitive returns with no market risk • Maximization and securitization of estate assets • Reduction of taxes • Protection against estate liquidation due to chronic illness • Financial peace of mind.
Valerie is a Medicare advisor who specializes in helping people understand their Medicare options and choose the plan that is right for them. She is passionate about helping people navigate the complex world of Medicare. Valerie is Certified through AHIP (America’s Health Insurance Plans) and the Medicare Carriers throughout New England. If you are turning 65 or are already enrolled in Medicare, Valerie is a great option. She is a knowledgeable and experienced advisor who is dedicated to helping her clients succeed in Medicare.
Advanced Retirement Solutions is an independent insurance agency specializing in Medicare and Wealth Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located all across Massachusetts, giving us a great feel for the insurance landscape. We design plans with a focus on your short and long-term needs, which we combine with personalized insurance advice aimed at helping our clients make better-informed decisions.
Our mission is to provide our clients with assistance in understanding and making the right decisions when it comes to insurance. We have the skills, knowledge, and experience to help meet our client's established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in choosing their insurance plan.