---
title: "Insurance & Retirement"
description: "Medicare supplement, life insurance, long-term care and fixed annuity conversations with a Shelby office serving clients nearby and remotely."
url: https://markpattyaccounting.com/services/insurance
lang: en
last_modified: 2026-09-16
---
# Planning for retirement with someone who knows you

Talk through Medicare supplements, life insurance, long-term care and fixed annuities with the office that already understands your taxes and income.

- The office that already knows your taxes
- No pressure, no decision on day one

## Sound familiar?
- You're turning 65 and sorting out Medicare.
- You want to review the life insurance you have.
- You're thinking about how to pay for long-term care.
- You want to understand how retirement income will be taxed.

## What we can talk through
- Medicare supplement insurance
- Life insurance
- Long-term care insurance
- Fixed annuities

## How a review works
1. **Book a review.** Tell us what you'd like to look at.
2. **We talk it through.** Your situation, your questions, and how each option fits with your taxes.
3. **You decide.** No pressure, and no decision needed on the first visit.

## The office that already knows your finances
Retirement choices usually come back to income and taxes. We already understand both, so the conversation starts from where you actually are.

## What it costs
Every situation is different. Call and we'll give you a clear price before any work starts.

## Common questions
### Why talk to my tax office about insurance?
Because the right choice often depends on your income and taxes, which we already understand.

### Does North Carolina tax Social Security?
North Carolina does not tax Social Security benefits. Our guide explains how other retirement income is treated.

---

Mark Patty & Associates, LLC
724 South Morgan Street, Shelby, NC 28150
Phone: (704) 471-1414
Hours: Monday to Friday, 8:00 AM to 5:00 PM. After hours by appointment.
Page: https://markpattyaccounting.com/services/insurance