Seniors
Retirement isn’t one decision—it’s a series of smart choices. Let’s simplify the next steps so you can protect income, reduce stress, and stay in control.
Guidance for
Seniors & Families
You deserve support that fits this season of life — with clear guidance around healthcare, benefits, and long-term financial security. At Roberts Wealth Management, we help seniors simplify choices, reduce unnecessary costs, and move forward with greater confidence.
Healthcare Review & Savings Support
We assist seniors in reviewing healthcare needs and identifying ways to help reduce out-of-pocket costs. From coverage options to available assistance programs, we help you compare choices and stay organized.
- Review healthcare needs and coverage options
- Compare programs and benefit opportunities
- Identify ways to reduce monthly/annual costs
- Guidance with Medicare / Medicaid navigation
Extra Help (LIS) & Medicare Savings Programs
We help seniors explore eligibility for Social Security’s Extra Help (LIS) for Part D prescriptions and guidance through Medicare Savings Programs that may reduce Part B premiums and other costs.
- Extra Help (LIS) evaluation support
- Medicare Savings Program guidance
- Possible reduction of Part B premium
- Clear next steps and documentation checklist
Lowering Prescription Costs
If you don’t qualify for subsidies, we help you explore practical alternatives — compare pharmacy pricing, review plan formularies, and ask about lower-cost options.
- Compare prices across pharmacies
- Review your plan formulary and alternatives
- Explore manufacturer discounts when available
- Discuss lower-cost options with your doctor
Community Outreach & Expanded Support
We support seniors through education and outreach — helping explain available benefits and coverage options. We also coordinate broader planning conversations to help protect long-term financial security.
- Education around benefit options and programs
- Guidance for seniors in communities and families
- Planning conversations for protection strategies
- Long-term financial security coordination
Our Approach for Seniors
A simple three-step process to help you understand options, reduce unnecessary costs, and feel confident about next steps.
Review Your Needs
We start by understanding your healthcare, prescription, and benefit priorities so we can focus on what matters most.
Explore Your Options
We help compare programs and eligibility paths — including coverage choices and available savings opportunities.
Organize & Support
We keep it practical: clear next steps, helpful documentation guidance, and ongoing support when changes come up.
Why Seniors Choose Us
We keep things clear, organized, and supportive — so you can make decisions with confidence and less stress.
Simpler Decisions
We break down confusing choices into clear options so you can feel confident about your next step.
Cost Awareness
We help you identify potential savings opportunities and reduce unnecessary out-of-pocket expenses.
Organized Support
Helpful checklists, guidance, and follow-through — so you’re not trying to figure it out alone.
Human Help
We take the time to explain options and answer questions, without rushing or talking over you.
Need Help Sorting Through Your Options?
Let’s talk through your situation and build a simple plan with clear next steps — so you can move forward with confidence.
Schedule Your Consultation