As a small, local, family-owned business we are proud to say that our business has grown primarily through referrals. There is no better testimonial than a client who is satisfied with the experience they had with us; so much so that they want their friends and family to have the same experience.

We make it our mission to get to know YOU. Your needs, your circumstances, and your goals—so that we can help you make the best decision possible.

And, we’re here to stay. If you have questions or issues, we are just a phone call away.

Our Process

First, we will start with a friendly, relaxed conversation. We’ll talk about your health, your doctors, and your medications. We’ll review your goals and your budget, and review any and all questions you may have. We will explain how Medicare insurance works, what your options are, and when you can sign up.

Once we have this necessary information, we’ll set up an appointment at our office, via video conference, or at a location that is convenient for you. During the enrollment meeting, we’ll review all vital information for accuracy, compare plans line by line for you, answer any other questions you may have, and when you’re ready to make a decision, we’ll sign you up.

It’s that easy!

As independent agents, we represent a variety of plans so that we can find the best fit for you. No pressure. And consultations are complimentary: no cost to you.