Our Services - No Fee

A Medicare advisor (also called a Medicare broker or agent) provides expert guidance to help individuals make informed decisions about their Medicare coverage. They represent multiple insurance companies without bias for one or the other. Our main responsibility is to you, the insured. Here are some key services we offer.

Our intention is to be your long term advisor for healthcare insurance. We do this by being strategic with your needs.

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Strategic Advisory

Personalized Plan Comparisons

  • Compare Medicare Advantage vs. Medicare Supplement (Medigap) plans

  • Match clients with plans based on their doctors, prescriptions, travel habits, and budget

  • Use state-approved tools to show side-by-side comparisons

  • Annual plan reviews during the Medicare Annual Enrollment Period (AEP)

  • Help with appeals or billing issues

  • Keep clients informed of plan changes or new coverage options

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Medicare 101 - The Basics

Education on Medicare Basics

  • Explain Medicare Parts A, B, C (Medicare Advantage), and D (prescription drug coverage)

  • Clarify enrollment periods, eligibility, and penalties (like IRMAA or late enrollment) & Special Enrollment Scenarios

  • Advise those working past 65 on how to coordinate Medicare with employer coverage

  • Help with transitions due to retirement, disability, or relocation

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Cost and Coverage Optimization

What’s Right For Me?

  • Identify potential savings by avoiding IRMAA penalties, late enrollment fees, or overpaying for unnecessary coverage

  • Recommend prescription drug plans with the lowest out-of-pocket costs based on current medications

  • No Fee, No Pressure Advice

  • Most Medicare advisors are compensated by insurance carriers, so their services are free to the consumer

  • Provide unbiased recommendations across multiple insurance companies (if they are independent agents)

Contact us

Curious About Your Medicare Options?

Let’s make it simple. Fill out a few quick details, and I—or one of our trusted independent agents—will reach out to help you navigate your choices with confidence.

We’re here to guide you every step of the way. Can’t wait to connect!