Frequently Asked Questions

  • How do I get enrolled in Medicare?

    It is most advisable to contact Social Security 90 days before your 65th birth month or your retirement date, if it is after age 65.

  • Why would I want to convert my qualified money to a Roth IRA?

    It's best to convert while taxes are low. Additionally, your spouse and children won't have to pay income tax on these inherited accounts if you have converted them prior to your passing.

  • What services do you offer to address long-term care and other risks?

    We offer a variety of services to help you manage financial risks. For inclusive dental plans, we have options that do not require a network. For long-term and short-term care, we provide various options to help mitigate these risks as part of your retirement and estate planning.

  • Which states are you licensed in?

    We are licensed in Nebraska, Wyoming, Colorado, South Dakota, Iowa, Missouri, Kansas, Texas, and Florida.

  • How long has Secure Retirement Solutions been in business?

    We've been serving Nebraska families since 1981, providing over 40 years of trusted expertise in Medicare planning and retirement strategies.

  • What areas do you serve?

    We proudly serve Nebraska families throughout the Lincoln area and beyond, helping thousands of Nebraskans across our great state.

  • What services do you offer?

    We specialize in Medicare Supplements & Advantage, Part D Drug Coverage, Long Term Care Insurance, Short Term Care Insurance, ROTH Conversions, and Life & Annuities.

  • Do you help with Medicare planning?

    Yes, we've been guiding Nebraskans through the complexities of Medicare plans since 1981. We ensure you find the most competitive options available.

  • What are your office hours?

    We're open Monday through Friday, 9:00 AM to 5:00 PM. Call us at (402) 421-2936 to schedule your consultation.

  • Do you offer free consultations?

    Contact us at (402) 421-2936 to discuss your retirement planning needs. We'll help you understand your options and find solutions that work for your situation.

  • What makes you different from other retirement planners?

    Our 40+ years of local expertise means we understand Nebraska families' unique needs. We focus on finding the most competitive options available for your peace of mind.

  • Do you help with life insurance?

    Yes, we offer life insurance and annuities as part of our comprehensive retirement planning services. Contact us to explore your options.

  • Can you help me understand ROTH conversions?

    Absolutely. ROTH conversions are one of our specialties. We'll help you understand if this strategy makes sense for your retirement planning goals.

  • How do I get started?

    Simply call us at (402) 421-2936 during business hours. We'll schedule a consultation to discuss your retirement planning needs and guide you through your options.