Medicare
Medicare health insurance is a significant expense for most seniors. Let us help and together we can tailor a health insurance and tax strategy to fit your needs.
How we help
1 Medicare Signup
Before anything else can happen, you need to get signed up for Medicare Part A/B through the Social Security website. We can walk you through this to kick-start the process.
2 Supplement – Advantage – Prescription
Once signed up for Medicare and having received your card, we can decide on whether a Medicare Supplement or Advantage plan best suits your individual needs and goals. This includes a review of prescription drugs to maximize your budget.
3 Yearly Review
Every year, we review all plans to make sure the changes that have taken place on a personal level and with the plans themselves do not prompt a change. The last thing we want to do is leave money on the table.
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