
Relax and learn in an environment where valuable information is shared.
There is nothing better than learning from a professional while you are under no obligation and surrounded by your peers.
Have you received your notice of change? Want to know if you're with the right carrier? Contact us today to schedule a review of all the changes in your plan and options available to you in Western Pennsylvania for 2027.
Search Here For Medicare Advantage and Drug PlansSign up for a FREE one-on-one medicare consultation with a licensed medicare professionalGold Standard Financial Group provides clear, local guidance to help you make confident decisions about healthcare coverage, retirement income, and protecting your financial future.
Planning for retirement often involves several important financial decisions.
Gold Standard Financial Group helps individuals and families coordinate these decisions so their retirement strategy works together as a complete plan. Our advisors provide guidance in several key areas of retirement planning.

Understanding when to enroll in Medicare and how to compare available coverage options can feel overwhelming. We help individuals review their options, understand potential costs, and avoid common enrollment mistakes.

Turning retirement savings into reliable income requires careful planning. We help clients evaluate withdrawal strategies, Social Security timing, and income sources to support their lifestyle throughout retirement.

Planning ahead for potential long-term care needs can help protect both retirement savings and family members. We help clients explore strategies that prepare for future care needs.

Life insurance can play an important role in protecting families and supporting long-term financial goals. We help clients review life insurance options and determine how they may fit within their broader financial plan.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.

We work directly with clients throughout Western Pennsylvania and often meet in your home or another convenient location.

Our goal is to help you understand your options before making decisions.

We work with many individuals and families in the middle-income market who are often overlooked by larger financial firms.

We continue helping clients review their plans as their needs change over time.

Planning for retirement often involves decisions about healthcare coverage, income, taxes, and long-term financial security. The team at Gold Standard Financial Group works with individuals and families throughout Western Pennsylvania to simplify these decisions and provide clear guidance at every stage of retirement planning.
Our advisors take an education-first approach, helping you understand your options before making important financial decisions. Whether you’re preparing for Medicare, reviewing your retirement income strategy, or planning for potential long-term care needs, our team is here to help.

We value our partnership with American Senior Benefits (ASB) because when an ASB agent meets with you, he or she has access to the insurance products YOU need. Why? ASB partners with over 200 insurance companies. They give our agents access to some of the best insurance products this country has to offer. We are not limited to just a few companies, so the world is YOUR oyster.

Success Financial Solutions (SFS) is the local branch of American Senior Benefits. By partnering with SFS, we have a local presence in Western PA with offices in Greentree, PA, Meyersdale, PA and Punxsutawney, PA.

Success Wealth Management (SWM) handles the investment portion of your portfolio. We are happy to partner with SWM to have access to their Investment Advisor Representatives who can handle any investment situations that may arise.
Most people should begin planning about six months before turning 65 or before retiring from employer coverage. Your initial Medicare enrollment period lasts seven months – beginning three months before you turn 65, the month you do turn 65, and the three months after you turn 65.
Determining whether you have enough money to retire depends on several factors including your expected lifestyle, healthcare costs, housing expenses, taxes, and how long you may spend in retirement. Many retirees will spend 20–30 years relying on their savings and income sources. A retirement income plan evaluates your savings, Social Security benefits, and other income sources to estimate whether your assets can support your lifestyle. If gaps exist, adjustments can often be made years before retirement to improve your long-term financial stability.
It is never too late to consider buying Long Term Care Insurance. However, many individuals consider long-term care insurance in their 50s or early 60s, when premiums may be lower, and health qualifications are easier to meet. Planning early can provide more options and flexibility. However, there are still options available in your late 60s and 70s.
Life insurance helps protect your family financially if something happens to you. It can help replace lost income, cover expenses such as a mortgage or final costs, and provide financial support for loved ones. Some people also use life insurance to leave a legacy or help offset taxes when passing assets to beneficiaries.
Contact us today to schedule a review of all the changes in your plan.
Request a Free 1-on-1 Consult