Committed to Helping You Gain Clarity
services
we help with Medicare services
Our Medicare services are designed to help you navigate the burden of determining the best options for you to have healthcare coverage for when life happens after age 65 or once the retirement stage of life begins. We will work with you through a process to determine your needs, budget for care, and the right fit with your doctors, pharmacy, and specialists. We will help work through issues such as navigating HSA contributions prior to your Medicare start date and IRMA for high income earners and their Part B premiums. There is a plethora of plans to work through between Medicare Supplements, Advantage plans, Prescription, and Dental/Vision that we can narrow down to a few “best” options for you to choose from.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. We do not offer every plan available in your area. Currently we represent 7 organizations which offer 147 products in your area. Please contact Medicare.gov, 1-800-MEDICARE to get information on all of your options.
explore our services
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Medicare (HSA and IRMA regulations)
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Individual and Family healthcare
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Healthcare Marketplace
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Small employer group plans