Books & Guidance

Investor Resources

The book, Medicare guidance and a call with an advisor.

The front cover of Passport to Prosperity: a jet crossing a sunset over mountains

The Book

Passport to Prosperity

A New Era of Wealth, Legacy, and Lifestyle

Alfie Tounjian, CFP® and Jonas Weatherbie, Esq.

Five years after Making Waves in Retirement, Alfie’s new book takes the longer view: wealth, legacy and lifestyle considered together, in concert rather than in isolation. And your copy is complimentary.

Request Your Complimentary Copy

Shipped to your door, with our compliments.

Medicare

We Can Help You Navigate the Medicare Maze.

An older couple walking hand in hand along the beach at the water's edge

Why Make These Decisions Alone?

There’s more than one turn on the path to crafting the right Medicare plan for your retirement future. From medical cost changes to understanding the small-but-mighty differences between the four parts, making Medicare work for you requires more than just signing up.

Let Us Be Your Guide

At Advantage Wealth Partners, our financial professionals are ready to help you navigate the world of Medicare and craft a plan that’s designed to answer some of Medicare’s most pressing questions, such as:

  1. How could my income affect my monthly Medicare premiums?
  2. Do I need to sign up for Medicare Part A and B if I’m still working?
  3. How can private insurance help me with the costs of Medicare?
  4. How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Ready to Begin Your Medicare Journey?

Want to Learn More?

Schedule a no-pressure, 15-minute call now.

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Discovery Call

Talk It Through With an Advisor

A short conversation to hear your situation and see whether the firm is a good fit. No cost, no obligation.

Book Online

Pick a time that suits you and the call goes on both calendars.

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