“When my Trust Officer sent you over to help me with my Medicare Part D selection, I never dreamed that we would also look at my current healthcare insurance. However, in doing so, you have saved me $7,000 per year on the private insurance premiums alone. Now, I can take that trip to Italy with my daughter! Thanks so much!” J.S.

“I have given your name to other trust officers around the country because you have consistently done such a terrific job for us in helping clients with Medicare Part D. I look forward to continuing our work together as this is such an important service and impacts our clients’ wealth.” M.W.

Navigate Medicare & Insurance

We explain Medicare Parts A, B, and D enrollment, benefits and costs and identify the best plan for specific client needs.

Charting Your Medicare & Insurance Options

• We will help you understand Medicare Parts A, B & D eligibility and gap insurance.
• We will explain how the new Medicare Part D drug plans work and
  the way the plans can change each year.
• We will help you understand which insurance plans best fit
  your specific needs and financial circumstances.
• We will help you find the plans that allow you to see any doctor or
  specialist that you choose and find plans that cover you when you travel.
  
  
  
  
  

  Call for a free confidential phone consultation 651-336-3728