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Medicare Planning Services:

  • Medicaid (How to qualify, pros/cons)
  • Social Security (Planning and how to enroll)
  • Assistance Programs (Medications, premiums, etc.)
  • Medicare (Parts A/B, when to enroll, how to enroll, etc.)
  • Medicare Supplements (Plan G, Plan F, Plan N, and others)
  • Indemnity Plans (Pairs well with a Medicare Advantage plan to help cover copays)
  • Medicare Advantage Plans (Part C – options to “privatize” your Medicare coverage)
  • Prescription Drug Plans (Part D – standalone or tied to a Medicare Advantage plan)
  • Dental/Vision/Hearing Plans (Medicare does not cover these services unless “medically necessary”)

Let’s talk about your
next milestone.