Navigating the Medicare landscape can be challenging. We are here to help you understand your options and guide you through the enrollment process.
Personalized service comes in different forms depending on what you are comfortable with. Our office, your kitchen table, a coffee shop, virtual meeting or a phone call, we will get you enrolled in a Medicare plan that meets your needs and fits your budget.
When it comes to healthcare, everyone's needs are different. We take the time to listen and understand your situation. Our focus is always on education, not sales. We encourage every client to participate in our virtual Medicare 101 seminar which will provide a fundamental understanding of Medicare including all plans and options. We are committed to finding the best Medicare solution for your healthcare needs and your budget.
From our very first meeting, you will find us to be friendly and helpful, 100% dedicated to earning your trust. Our clients find us to be easy to work with and diligent in our communication and follow up.
Our services extend well beyond the initial enrollment. We will continue to evaluate your needs on an annual basis and keep you up to date on the market changes. Client satisfaction is our foremost goal.
We will help you find the optimal Medicare plan that meets your needs both now and in the future. For most people, keeping their current physician and providers is very important. Together we will carefully evaluate your needs along with the local marketplace to uncover a Medicare solution that works for you!
Let's face it, Medicare is confusing! Most people approaching Medicare eligibility have a lot of questions and limited understanding of how Medicare works. They are bombarded with daily solicitations and the enrollment process is daunting and overwhelming.
We prefer to focus on education, enabling our clients to make better decisions on something so important as their healthcare. We host a bi-weekly Medicare 101 webinar that provides a solid fundamental understanding of Medicare - how it works, what is Part A,B,C & D, what is difference between a Medicare Supplement (Medigap) and a Medicare Advantage plans. Prescription drug plans. Enrollment periods and timeframes. Penalties to avoid - all from the comfort of you home.
There is one universal truth when it comes to Medicare. We all arrive at this destination with a unique set of circumstances, financial situation and health considerations. There is no "one-size-fits-all" solution. Every individual is unique and we take the time to really listen and understand what is important to you. We'll ask the right questions, obtain a list of prescriptions and research your providers to be sure we're recommending the right plan and provider network for you.
The next Medicare 101 seminar will be held on Thursday, November 16th at 6:00 pm. This will be a live seminar. Location is at the Harbor Point Clubhouse in Mill Valley. Please e-mail me if you would like to attend this informative seminar.
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