Retirement Healthcare Planning Made Simple
Independent Medicare and long-term care guidance for every stage of retirement.
Why Retirement Healthcare Planning Matters
You’ve saved, invested, and prepared for retirement. But healthcare costs remain one of the biggest unknowns. Medicare alone has dozens of moving parts, and long-term care expenses can derail even the best financial plan.
Our role is simple: to help you make confident healthcare decisions that protect your retirement lifestyle.
Services
Medicare Solutions
Whether you’re approaching 65 or already enrolled, Medicare is complex. Choosing between Original Medicare, Medicare Supplement, Part D, and Advantage plans isn’t straightforward.
We cut through the noise, explain your options clearly, and match you with the coverage that fits your doctors, prescriptions, and budget.
Long-Term Care Planning
Medicare doesn’t cover long-term care. Without a plan, extended care needs can quickly consume your assets.
We explain different approaches like Traditional LTC insurance, self-funding strategies, and Short-Term Care plans. We’ll help you compare these strategies to find coverage that protects your assets and fits your future goals.
Client Reviews
How Our Process Works
1. Free Consultation
We’ll discuss your situation and needs.
2. Compare Options
Review personalized recommendations we prepare for you.
3. Easy Enrollment
We handle the paperwork.
4. Ongoing Support
We’re here whenever you need us for billing and claims issues.
Ready to get started?
Schedule your free consultation. We’ll help you understand your options and find the right coverage for your needs.
Frequently Asked Questions
Here are the most common questions we get from prospective clients:
Guidance and support are provided at no cost to you. If you purchase an insurance plan through us, we are paid a commission by the insurance company you choose.
Before assessing plans, we help determine your eligibility to enroll and the right time to enroll. Then we analyze your specific needs – including your doctors, prescriptions, and budget – then compare options across multiple insurance carriers to find your best fit.
We represent multiple insurance carriers. That allows us to compare options and find the best fit for your needs. Plus, our service continues after enrollment with year-round support.
We start with a free consultation to understand your needs, then present clear options and help you enroll in your chosen plan. Our support continues year-round for any questions or issues.
If you’re new to Medicare, start 6-12 months before eligibility (your 65th birth month). If you’re already on Medicare, there are year-round opportunities to shop your plan, including the Annual Election Period from October 15-December 7.
We provide year-round support and can help you adjust your coverage during appropriate enrollment periods if your needs change.