Sunrise Advisor Group - Retirement Income & Medicare Planning

Retirement Confidence Starts With Great Benefits & Smart Planning

Medicare guidance, income planning, annuities, and long-term care strategies — all in one place.

Get Clarity On Retirement Income, Medicare & Long-Term Care

Request Your Planning Review

Why Work With Us

Our approach is built around clarity, confidence, and long-term support for your Medicare needs.

Trusted Medicare guidance for individuals turning 65 and beyond
Clear, easy-to-understand support that helps you compare plans, avoid common mistakes, and feel confident in your coverage choices.
Retirement income strategies built around your lifestyle
Guidance designed to help you protect your nest egg, plan for long-term needs, and make the most of your retirement years.
Guaranteed income solutions that protect your savings
Options that provide predictable, reliable income—helping you maintain financial stability throughout retirement.
Personalized support during enrollment and beyond
Ongoing, one-on-one assistance long after you choose a plan, so you always have someone to turn to with questions or changes.

Our Core Services

Annuities & Guaranteed Income

Includes:

Fixed annuities
Fixed indexed annuities
Immediate income options
Tax-deferred growth strategies

See Annuity Options

Extended Care
& Protection

Includes:

Long-Term Care Insurance
Home Care support planning
Hybrid policies

Learn About Long-Term Care

Medicare Planning

Includes:

Original Medicare guidance
Medicare Supplements (Plan F, G, N)
Medicare Advantage & Part D enrollment support

Retirement Income
& Financial Planning

Includes:

Retirement income strategies
Social Security planning
Income gap planning

Explore Retirement Planning

Life & Other Insurance

Includes:

Life Insurance (protection & legacy planning)
Dental & supplemental plans

View Insurance Options

How It Works — Simple 3-Step Process

1
Schedule a Consultation
Everything begins with a friendly, no-pressure conversation. During this consultation, we take time to understand your healthcare needs, your budget, and the lifestyle you want to maintain in retirement. We walk through your questions, discuss upcoming milestones like turning 65, and make sure you clearly understand what to expect from the Medicare process before moving forward.
2
Build Your Personalized Plan
Once we understand your goals, we create a tailored strategy that brings all the moving parts together—your Medicare coverage, retirement income needs, and long-term protection options. We break down your plan step-by-step so you can compare benefits, understand costs, and feel confident in the decisions you’re making. Everything is designed around clarity, simplicity, and long-term stability.
3
Review & Adjust Annually
Your needs, health, and finances can evolve, and your coverage should evolve with them. Each year, we sit down together to review what’s changed, evaluate new Medicare plan options, and make adjustments to keep your income and protection strategies on track. This ongoing guidance ensures your plan stays current, effective, and aligned with your retirement journey.