Make Your Transition to Medicare a Smooth One

We regularly assist people with their transition to Medicare, whether they are aging into the program at age 65, retiring later in life, or if they are eligible early due to a disability or qualifying illness.


Your licensed Medicare Advisor will guide you through the entire process from start to finish. We begin by providing a thorough explanation of Medicare and its various components. We work with you to complete a needs analysis and then provide you with information and guidance to help you understand and make informed decisions about your coverage. Our goal is to partner with you in the decision-making process - we do not simply "sell" you something. Once you have made your coverage decision, we then facilitate enrollment in the plan(s) of your choosing. Our consultations and plan enrollments are done over the phone and/or by electronic means such as web-based video meetings and email.

We continue to work with you after your initial enrollment. You are welcome to contact us throughout the year with questions or concerns. Annually, we will work together to review your coverage options to ensure you have the right plan year after year. And best of all, our services are offered free of charge. You do not pay any fees to work with us. 

Medicare Options v2.0

Understand the Different Medicare Options

Medicare consists of multiple components. Once enrolled in Original Medicare, you choose whether or not you want to add private plans to get more coverage. These include Medicare Prescription Drug Plans, Medicare Supplement Plans (Medigap), and Medicare Advantage Plans. We also offer Medicare Savings Accounts, which combine a high-deductible Medicare Advantage plan with a tax-preferred savings account. 


Because each member of our team has over 20 years of experience, we have the knowledge to guide you and help you understand your different options. We use plain language and not confusing industry jargon. Helping people navigate Medicare is our passion and our privilege.  We strive to consistently offer fair, unbiased guidance and advice.

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