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Notice:  COVID-19 Update

Federal and State emergency declarations and “shelter-in-place orders” are in effect for the COVID-19 pandemic. During this unprecedented time, precautions must be taken to reduce the chances of infection. In light of this, Federal and State authorities as well as Medicare plan carriers are discouraging face-to-face meetings in favor of online, electronic, or phone interactions. Your safety and that of your neighbors is our first concern. 

We are equipped for “Social Distancing Friendly” consultations by

Telephone, Video Chat or Safe Face-to-Face

Online and Telephone Enrollments are available

LOCAL.  LICENSED.  EXPERIENCED.

We help people confidently transition from Employment to Retirement

Retirement should be an enjoyable and exciting time.  Making informed and clear choices at the begining of retirement can help add to your experience.  We understand that Medicare and Social Security can be confusing and sometimes overwhelming.  We are here to help!!!  Our goal is to help our clients transition from employment to retirement by providing guidance and knowledge around their Medicare, Social Security and retirement planning options. 

Your health and financial situation are as unique to you as your finger prints. Whether you are new to Medicare or currently enrolled, we can assist you in finding the right Medicare plan for YOU.


Experience and Access

Justin D. Merritt, the owner of RetireVEST has worked in the insurance and financial services industry for more than 20 years.  Our agents have access to all of the major carriers products in your county.

 

Proudly Serving Greater-Houston, TX

Houston is our home and we enjoy servicing our neighbors in the Greater-Houston, TX area.  When you work with us, you’ll be working with a local specialist who understands the unique aspects of your community, including plans availability in your county, local doctor groups and hospital networks.

 

Our Services

Medicare

Medicare

Navigating the maze of Medicare can be confusing and sometimes overwhelming.  We can help make Medicare clear and guide you to the Medicare Plan that is right for you and your situation. 

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Social Security

Social Security

Most beneficiaries DO NOT maximize their Social Security benefit.  Learn your Social Security options and choices before filing an application as many selections are PERMANENT.

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Retirement Income

Retirement Income

We take a conservative approach to retirement planning with a focus on stable growth and certainty.   We offer strategies for safe accumulation and guaranteed retirement income. 

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