90 Days From Retirement

About Us

90 Days From Retirement is a team of licensed agents specializing in Medicare as well as Certified Financial Planners (CFP) that help make the Medicare & Social Security process simple and easy.

You’ll have a firm grasp around both Medicare and Social Security benefits while resting easy knowing that you are set up with the correct plans and meet all necessary deadlines, so you avoid any penalties. You’ll be able to avoid common pitfalls and spend your retirement years worrying about grandkids and vacations rather than your Medicare benefits or Social Security income.

Why Us

We can write all day about how we are different, but the bottom line for you is that you won’t find anyone in Utah with more Medicare experience than our team. So, when you are deciding between an Advantage plan or a Supplement plan, our team will help you understand why one would suit you more than another. When you are trying to figure out how to use the government websites and aren’t getting the help you need from them, we are here. When you need to talk about life changes or adjust your existing plans, our team can do the heavy lifting. We ARE NOT part-time agents who do Medicare and Social Security on the side. We are Medicare & Social Security nerds who eat, sleep, drink, and breathe these to programs so that we can ensure you are taken care of correctly.

What We Offer

We represent all major carriers for Medicare Advantage, Medicare Supplement, Part D Prescription Drug plans, vision plans, and Long-Term Care insurance. Our team of financial advisors have more than $1 Billion in assets under management (AUM) and are experts in 401(k), IRA, URS Pensions, and other financial vehicles to make sure you have enough money to last through retirement.

  • (801) 901-8511
  • 9980 S 300 W
    Suite 140
    Sandy, Utah 84070