By working with me as your trusted resource as you transition to retirement, there is no one size fits all approach. Each individual client I work with has their own specific needs and preferences that deserve keen attention to detail in a timely manner. I not only help you through the Medicare and retirement process, I educate on all the available options so that way YOU can make a properly informed decision.

I will help with the following:

• Decide if you actually need to enroll into Medicare at 65 or wait until you retire (depending on your employer insurance). 
• Signing up for part A and B. 
• Make sure all of your prescriptions and doctors are covered with your plan and help find alternatives if some Medications are not in any Medicare plan formularies.
• Save money on your prescription drug costs as well as your Medicare copays.
• Continue to be a resource for you, your friends, neighbors, family, and anyone needing Medicare plan advice.