ABOUT US
What began as a personal search for affordable Medicare coverage has grown into a mission to help people make the most of Medicare and Social Security. For more than a decade, Transitions Benefit Group has delivered on that commitment.
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Personalized Guidance from a TBGLocal Advisor: we take time to understand your situation before offering recommendations
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Support Navigating Medicare: clear help through complex choices
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Timing Strategies for Social Security: make informed decisions about when to claim
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Additional Retirement Support: resources to help you plan with confidence
Medicare Educational Seminars
Maximize Retirement Income
Social Security Consultation
Medicare.gov for Drug Plans
Come Join Us!
Your go‑to resource for everything insurance‑related and beyond. For more than a decade, we’ve helped people access the information and guidance they need to make confident decisions about Medicare, health insurance, Social Security, and planning for a more secure retirement.
Sign-up for one of our 1st Tuesday Seminars!
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Medicare 101
Join us to learn more about the various components of Medicare. Topics include:
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An introduction to TBGLocal
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Fundamentals of Medicare
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Prescription Drug Plan Basics
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Dental and Vision
02
Maximizing Retirement Income
Join Clay Tucker from TBGLocal for an essential retirement planning addressing:
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Estate Planning
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Investing 101
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Financial Basics
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Retirement Cornerstones
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Long-Term Care
03
Social Security Consultation
Join us for Social Security Planning and gain clarity on the questions that matter most:
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Strategies to increase lifetime benefits
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How timing affects monthly income
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Coordinating benefits
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Understanding earnings limits and taxation rules
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Answers to common questions
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Medicare.gov for Drug Plans
Learn why creating a Medicare.gov profile is smart:
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View claims and coverage
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Costs and plan comparisons
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Accurately manage your benefits
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Protect yourself from fraud