For Individuals

$200 hourly​



What does this service include?

Medicare Part D Analysis$150 fee for first 4 medications, $10 per additional medicationDetermination of the best value Part D plan for you based on your maintenance medications, pharmacy preference, and current plan formularies. Recommended annually.
Medicare Transition Advising$200 hourlyNavigation through the timeline of enrolling in Medicare, education on options including appropriate products, assistance enrolling in MedSupp or Medicare Advantage and Part D plans.
Social Security Retirement Benefits Claiming Strategies$200 hourlyReviewing earnings statements and forecasting the optimum time to begin claiming Social Security Retirement Benefits.