Peter J Gomez: Financial Advisor

12/24/2025

“What are you prepared to do?”
- Sean Connery, The Untouchables

Today, for someone turning age 65, the chance of needing some type of long-term care services in their remaining years is very high.

This might include help dressing or bathing. It might include skilled nursing care or more extensive help around the home.

Typically, parents expect that their adult children will take care of them.

Do they have a plan that describes who is going to help or how to pay for the care they may need?

As well, it's important to understand the meaning of “care”. It sometimes involves tasks we don’t want or prefer not to think about.

Who will help them to and from the toilet after a broken hip? Who will bathe them during recovery? What happens if they have cognitive impairment?

Let’s connect at 970-830-3565 or [email protected] for a personal confidential conversation.

10/06/2025

With Medicare’s Annual Election Period just around the corner, are you confident you have the best coverage? You can find out at no cost. Schedule your personal appointment today at 970-830-3565.

08/08/2025

We're almost there in age. This is a quote from an article printed a couple years ago.

Where do you fit in? Connect with me when you're ready to have something in place. https://calendly.com/petergomez

"Roughly one in five Americans are providing unpaid care to an adult with some classification of health or functional needs, consuming, on average, 20 hours per week of their time—in essence, a part-time job without any compensation that costs them upwards of 25% of their salary on out-of-pocket expenses.

Given the growing population of aging seniors in this country, 65,000 individuals are stepping into a caregiving role every single day. At this very moment the majority of the population either has been a caregiver, is currently a caregiver, or will be a caregiver at some point in their lifetime. So if there was any question as to whether or not this crisis pertains to you or anyone you know—the answer is a resounding yes."

08/05/2025

"Why should I buy life insurance when I won't get any of it until after I'm gone?"

"My family can just do a 'GoFundMe' account."

How often have all y'all's heard that?

One of the most common reasons people hesitate to purchase life insurance is the belief that it only pays out after they’re gone. But today’s life insurance is built to do so much more... for the living.

Modern life insurance policies can provide powerful living benefits that offer flexibility, security, and peace of mind when you need it most – not just for your loved ones, but for you.

05/29/2025

Keep in mind that…

While financial news outlets seek to capitalize on the times of investor panic and offering blanket solutions to individual problems causing investors to react quickly, your financial advisor created a specific plan with you and your family in mind.

03/06/2025

If you were to start drawing from your retirement savings during a down market, you could deplete your assets sooner than expected.

The sequence of returns has no impact during the accumulation phase. But when you are drawing retirement income from your savings, losses that occur early on have a much greater effect than those occurring later.

You can take several steps to mitigate the sequence of returns risk. Let’s discuss solutions to protect your retirement plan from market volatility so you can reach your retirement income goals.

Reserve your personal & confidential conversation.

02/05/2025

01/23/2025

Did you find out that you won’t be eligible for Extra Help in Colorado? You may qualify for a Special Enrollment Period. Don’t miss out on complete benefits, real monthly savings, and a Food and Home Card* with Devoted DUAL PLUS Colorado (HMO D-SNP).

*The Food and Home Card is a special supplemental benefit available only to chronically ill members with eligible chronic health conditions, like diabetes, high blood pressure, high cholesterol, heart problems, and stroke. Other conditions may be eligible. All applicable eligibility requirements must be met before the benefit is provided. Not all members qualify. The Food and Home Card is not available on all plans. For D-SNP plans, you must receive "Extra Help" to qualify for the Food and Home Card.

01/08/2025

Spending less for your prescriptions is always nice for your budget. Connect with me by telephone at 970-830-3565 or by email for your card.

12/16/2024

Congratulations, you’re Medicare eligible! Do you know what to do next? Send me a message to request your free Medicare Guide today.

12/16/2024

Do you worry about the possibility that you may have insufficient life insurance coverage? There are a lot of factors to consider when planning for your life insurance needs, but it doesn't have to be overwhelming. My approach provides you with clarity, stability and versatility. Connect with me today at 970-830-3565 or go to https://calendly.com/petergomez to set up a free, no obligation consultation.

09/23/2024

Once you get your ANOC letter, schedule your no-cost consultation with a licensed agent. This is the best way to ensure your Medicare needs are met in 2025 and beyond. Reserve your time with me. https://lnkd.in/gmyBUrh2