Medicare and Senior Planning

It can be daunting for individuals to navigate the complex Medicare process without proper guidance.

We offer a personalized service that simplifies the maze of Medicare options available to individuals, including:

• Original Medicare (parts A&B)
• Medicare Advantage Plans (Part C)
• Prescription Drug Coverage (Part D)
• Medigap Plans
• Vision, Dental and Hearing Coverage

Reaching age 65 is an important turning point, particularly if you are not retiring or retired from work. Americans working past the Medicare-eligibility age has become far more common. Deciding on a coverage option and getting answers to your questions can be difficult.

Whether you have just reached Medicare eligibility, are in the annual renewal period, or approaching retirement, you will be faced with a number of options regarding your healthcare. It is our desire to simplify a complicated process, irrespective of your situation.

What can we do for you?

• Provide answers to eligibility and enrollment questions
• Help you to establish a timeline to ensure that you are taking the correct steps
• Help you to avoid penalties and costly mistakes
• Compare and provide supplemental solutions to the unexpected costs that Medicare does not pay

When should you contact us?

• 3-6 months prior to turning 65 or approaching your Medicare eligibility
• If you are approaching retirement
• If you are already on Medicare and would like to review your coverage options