Headsail Financial Strategies
Planning for life’s journey by protecting Income & Assets now and into retirement
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Medicare
As you get started with Medicare, you have a choice in how you get your Medicare coverage. And, there are some important decisions for you to make.
Welcome to Headsail Financial Strategies
There are many risks during what we call the Retirement Red Zone that can hurt the security of your retirement years. Our Transition to Retirement Process helps you navigate the government programs and the critical decisions you have to make with them, as well as helping you transfer your benefits and income needs from your work life to your retirement life.
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