Our Services

When it comes to Medicare, the right choices can save you time, money, and stress. We:

• Explain Medicare Parts A, B, C, and D in plain language
• Help you understand eligibility, timing, and enrollment rules
• Compare plan options based on your doctors, prescriptions, and budget
• Coordinate Medicare with employer coverage, COBRA, or retiree benefits
• Ensure you never miss a deadline that could cost you penalties
   

No Cost Statement: Our Medicare guidance is always provided at no cost to individuals, employees, and organizations. Costs for any Medicare plan or supplemental coverage is the responsibility of the individual and are explained in full before enrollment.

 If you’re moving from a workplace retirement plan into your next chapter, we help you:

• Review 401(k), 403(b), or other employer-sponsored accounts
• Explore safe, tax-efficient rollover options
• Create income strategies that last through retirement 
• Protect your savings from market loss
• Plan for long-term financial stability
   

 Medicare doesn’t cover everything. We help you choose coverage to fill the gaps, including:

• Dental & Vision Insurance
• Critical Illness & Accident Coverage
• Hospital Indemnity Plans
• LegalShield & IDShield protection services

 For organizations, we act as an extension of your benefits team by:

• Hosting T65 (Turning 65) workshops and retirement transition sessions
• Providing employees with one-on-one consultation
• Creating custom timelines, guides, and FAQs for your HR team
• Taking the Medicare questions off your plate — so you can focus on your business

 Life changes — and so do your needs. We provide:

• Annual plan reviews
• Updates on Medicare and retirement changes that affect you
• A trusted partner you can call year after year

 Whether you’re an individual making the leap into retirement, an employee looking ahead, or an employer wanting to support your people, we’re ready to help.

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