Our Process

We develop customized strategies based on our three-step process:
Collaborate.
We work jointly with you to create a strategy for your corporate or individual needs.
Communicate
We discuss the various issues you’re encountering to craft recommendations suitable for you.
Strategize
After thoroughly identifying all aspects of your needs, we develop a strategy tailored to your goals.
Testimonials
Questions about Medicare?
If you’re new to Medicare, you may be struggling to understand the plan’s complexities. We can help answer your questions about coverage, when to enroll, how to avoid penalties, and more.
Annual Open Enrollment Period. From October 15 – December 7 each year, you can join, switch, or drop a prescription drug plan or Cost or Advantage plan (Part C). Your coverage will begin on January 1 (as long as the plan gets your request by December 7).