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