How does healthcare apply to your situation?

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Client centered change in the world of health and medical insurance

Client centered change in the world of health and medical insurance

Life is constantly changing. Imagine if you were recently released from skilled nursing care and now it’s time to get back on track with your newest care needs. Everyone is around you offering bits and pieces of information to help you with your care. As awesome as it is to have so much attention, it can get confusing when providers are out of network or drugs aren’t covered or one of hundreds of other issues you might face.

Your needs changed.  Your medical plan didn’t.  What do you do? 

Get the insurance plan that works best for your situation.  Whether you are a caregiver, coming off of Cobra or a Medicare beneficiary our services can help you know for certain if you have other options to consider.  We guide you through a series of questions designed to find out about you and your situation.  Then we gather and present the information suitable for your needs.

There are more than 25 special situations that will allow you to get a Medicare plan that works best for you?  If you now quality for extra-help or other state based assistance, your opportunity to change may happen every quarter.   Otherwise, you have a short window of time to make changes. If you’re not on Medicare you have options too.  With more over twenty special enrollment periods, find out about your choice!