Your Unique Journey, Our Professional Guidance

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our medicare products & services

Medicare programs present retirees with substantial financial advantages during this crucial life phase. We are committed to steering you through the Medicare qualification process, ensuring a retirement marked by confidence and security.

You may be missing out on additional Medicare benefits. Do you find yourself asking these questions?

  • How do I get Dental, Vision and Hearing?
  • Can I get some of my Part B Premium back?
  • Do I qualify for an Over-The-Counter debit card?
  • Gym Membership?
  • What are Flex Cards?
  • Do I qualify for PACE or PACE Net?
  • What is the Donut Hole?

Our Medicare Process

  • 1. With you, we will review the in’s and out’s of Medicare including:
  • Medigap/Supplements
  • Medicare Advantage Plans (HMO, PPO, PFFS)
  • Dual SNP Plans
  • Prescription Drug Plans
  • PACE and PACE Net Programs
  • 2. Together we will look at both routes available to you: Medicare Supplement and Medicare Advantage
  • 3. After going over both options and their coverages, we will make a decision on what direction is best for you

Want To Know If Your Medicare Plan Is Secure?

We offer a complimentary, no cost review of your current Medicare program.

Medicare and Financial Solutions Tailored to YOU

customized plans to provide recommendations to help achieve your goals

get your complimentary medicare checklist review

Enter your information below for a complimentary review of your Medicare, and see if you qualify for more benefits.

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