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We Are Experts in Working for Your Benefit!


The Retirement Specialists have a unique set of skills and experience to answer the myriad of questions faced as one moves into retirement.  Let us put them to work for YOUR benefit!

Public benefits


As Elder Benefit Specialists with 20+ years of experience and training in the area of public benefits and advocacy for older adults, Deb Harvey and Trish Vandre are uniquely qualified to assist with questions about and assessment for benefits such as Social Security, Medicare, Medicaid, WI Seniorcare, Homestead Tax Credit, Earned Income Tax Credit and more.  



Prescription drug coverage options


There are at least four (4) sources of prescription drug coverage available based on and individual's situation.  We can help you choose the best option and gain access to the benefits.


Specifically, during the Medicare Part D Annual Enrollment period (October 15 through December 7 annually), beneficiaries should evaluate the plans available for the coming year and how the prescription medications each individual uses will be covered.  


Since the coverage for prescriptions can change from year to year within the same plan, this evaluation can save hundreds of dollars in out-of-pocket costs.  The Retirement Specialists are happy to assist with this evaluation.

Community Resources


The Specialists are knowledgeable about the myraid of programs and systems available to older adults and their families.  We will connect you with the right source of assistance in your area.  We are experts at weaving together many resources to accomplish our client's goals.

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