Ready To Get Covered?

Approaching 65 and wondering what your options are? With my expertise I can assure you'll be in the best position moving forward. I'll explain what your rights and entitlements are with Medicare and explain how Medicare can protect you better and cost less than most employer plans.

Are you eligible for Medicare and planning on retiring soon? Transitioning from employer coverage can be confusing. Between navigating the potentially costly Income Related Monthly Adjusted Amount (IRMAA), penalties for not signing up in time, and a ton of other rules, let me help iron out the details and make the transition smooth.

On Medicare currently? I can help review your current policy and compare it to other options that are available to you. This is something that needs to be done yearly to ensure you're maximizing your coverage options and keeping your out of pocket to a minimum.

 There are a lot of state help programs available to folks who qualify. When meeting with me, I will ensure no stones are left unturned. Enrollment is purely voluntary so this is something that HAS to be applied for but only if you qualify.

 Life is full of changes, from new family members and career advancements to shifts in financial circumstances. An annual review allows us to assess your policy in light of these changes, ensuring that you have the right coverage in place.

 Social Security planning services help you maximize your benefits and secure a stable financial future. Once you elect for Social Security, that decision is permanent, making informed choices essential. We tailor strategies to align with your retirement goals, ensuring you navigate the complexities confidently.