Radene Gordon-Beck believes sound financial strategies require planning, discipline, and common sense.
As a wealth manager with Kingsview Partners, Radene collaborates with individuals, families, and business owners to develop and implement investment plans that seek to align their personal values with their financial goals. She focuses on corporate retirement plans, alternative investment programs, risk management, and high net worth client management and asset allocation. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
As part of a team, Radene works in concert with her partners to bring a holistic approach to wealth management for individuals and institutions. This process lends itself to collaborating closely with attorneys and accountants to ensure a full partnership. Her team operates out of the Wyomissing, PA and Miramar Beach, FL offices. Working under a fiduciary standard and a fee-based platform, she has the freedom to provide truly comprehensive client centric strategies and services.
Radene has a life-long passion for finance and finds value in continuing her financial education as she grows her practice, including earning and maintaining designations such as the CIMA (Certified Investment Management Analyst) designation from the Investments & Wealth Institute through the Warton School, University of Pennsylvania. Later she received the CPWA (Certified Private Wealth Advisor) from the Investments & Wealth Institute in conjunction with the Booth School at the University of Chicago. Most recently she earned the RMA (Retirement Management Analyst) certification from the Investments & Wealth Institute.
Away from the office, Radene spends her free time with her husband Hugh, their son Brandt, her three beloved dogs and her Friesian gelding horse, King Arthur. She also pursues her biggest passion, competitive horseback riding, with an emphasis on the discipline of Dressage. She is active with the Reading Symphony Orchestra, member of the Ethics Panel of the Investments and Wealth Institute well as multiple business and women’s organizations.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.