Social Security & Medicare Consultations

Schedule Your Free Appointment

If you’re planning to retire, understanding your Social Security and Medicare benefits is a crucial part of the equation. You may have some questions, such as:

• When should I start my Social Security benefit?
• How does my survivor’s benefit work?
• Am I entitled to Social Security on my ex-spouse’s record?
• When must I sign up for Medicare?
• Which Medicare plan is most cost-effective for me?

It’s complicated, but you don’t need to figure it out on your own. At MtM Financial Group, we provide free consultations with Mark Bacak, our Social Security and Medicare specialist, who can answer all of your questions and provide invaluable recommendations to fit your needs and circumstances. Mark is a retired district manager at Social Security Administration.

We are now scheduling appointments with Mark from January through July 2022. You can meet with him in person at the MtM office in Lower Nazareth Township, or by phone.

To reserve your time slot, simply complete the form below. An MtM financial advisor will contact you to gather some information and schedule your meeting with Mark.

We look forward to serving you!