Florida Medicare & Retirement Planning for Real Life

Serving Florida Residents & Snowbirds
From the Panhandle to the Gulf Coast and Treasure Coast—Pensacola, Tampa Bay, Sarasota, Naples, Orlando, Jacksonville, and the Space Coast—Realegacy Partners helps
compare Medicare plans, coordinate
Part D, and design tax-aware
retirement income.
Florida-Specific Planning Points
We consider seasonal residency, travel back to Texas or up the East Coast, hurricane-season contingencies, and access to major health systems. We’ll verify networks if you split time between states and align prescriptions with coastal or inland pharmacy options.
What We Provide
Medicare Advantage vs. Medigap comparisons, annual plan reviews
Annuities and Social Security timing strategies
Life insurance for legacy and estate liquidity
Business planning for owners—key person and buy-sell
Florida FAQs
I’m a snowbird—can I use doctors in two states?
With Medigap, you can see any Medicare provider nationwide. With Medicare Advantage, we’ll target plans with broader networks and travel-friendly benefits where available.
Do you review plans every year?
Yes—Florida plans change annually. We review during AEP to help keep costs and coverage optimized.
How We Work
Expertise, excellence, transparency, and trust—Realegacy Partners delivers straight answers, clear costs, and steady support.