Medicare

Making the Medicare Decision

The Medicare decision can be a complex one. We’re here to help you make the choice that’s right for you and your personal financial situation. Schedule a session below with Tim Shirk, Francis Financial Planner and Basic SHIP Counselor.

  • Do Before the Meeting:
    • Create an account at www.ssa.gov
    • Create an account at www.medicare.gov
    • Click here to complete the Medicare Intake Form
  • Have the following information with you when we meet:
    • Social Security number (for enrollment only, Francis will not retain)
    • Where you were born (city, state, country)
    • Start and end dates for any current group health plans
    • Start and end dates for any group health plans after age 65
    • Valid email address
    • Your existing Medicare number (If you have one)

 

Click here to securely upload your Medicare Intake Form before the meeting.

Have questions? Call our office at 866-232-6457. Click here to view our Service Team Disclosure.

Schedule a Medicare Session with Tim



Tim Shirk

Financial Planner

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I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and have spent over twenty years helping people like you achieve their financial goals. To better assist retirees facing the Medicare decision, I obtained the Basic SHIP Counselor Certification.

Qualifications

  • ERISA Fiduciary: At All Times
  • Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; Basic SHIP Counselor Certified (Medicare)
  • Industry Experience: Since 2006
  • Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago