Our main focus at COMPASS Retirement Planning Solutions is on the challenges of Seniors nearing retirement age.

I would like to be your trusted advisor for the following three (3) Retirement solutions.

1- Your initial Medicare enrollment or a review of your existing Medicare coverage.
2- Together we can map out a Retirement Income Plan that includes a Social Security timing discussion.
3- A complete review of all your existing Life Insurance policies.
(you need to know when a policy will expire or if the premiums will increase as you get older. Many times when I sit down and call the carriers with my clients we discover they have cash value in their policy they didn’t know about.)

My goal as a Retirement Income Certified Professional (RICP) is twofold.
1 – To guide and educate you so that financially your retirement can proceed as positive and worry free as possible.
2 – To help grow and protect your wealth and standard of living for you and your loved ones. This can include a legacy you may choose to leave for your family.

Terry Predzimirski
Founder & Principal

Please feel free to contact me for an appointment to discuss your retirement, including any Medicare questions you may have. I’m available at both phone #’s or you can fill out the form on the right and hit the Submit button.

Please call 603-558-0761 for an appointment.

In Connecticut call 203-299-6850.