GROUND FLOOR

Our Medicare clients meet with Nancy or Kristin when they are turning 65 or first eligible for Medicare. On an annual basis, they review and make recommendations for Part D and supplemental insurance during Medicare open enrollment... To couple with holistic retirement planning, we offer social security strategy and analysis sessions, tax planning, long-term care planning, Roth IRA conversion strategies, various work with individual insurances, and more. Click below to ready about all of our services... Cornerstone Retirement Partners are financial advisors providing financial, retirement income, and healthcare planning help to the Grands Rapids area.

Primary location: Grand Rapids United States