Medicare and Social Security Planning Some of the most important financial decisions you will make during your lifetime are how and when to participate in Medicare and Social Security. Yet, with many options and rules it can be confusing to make the best decisions for your needs. We are here to help you understand how they work, so you can make decisions with confidence. We offer analyses on the different options you have for collecting social security. In addition, our team is knowledgeable about Medicare and can provide solutions like Medicare Supplement, Medicare Advantage and Prescription Drug plans to meet your specific needs.