Our Services

Feel secure in your retirement

Make sure you get the right Medicare and health insurance for your unique situation

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Preparing for retirement?

As you transition from work to retirement, the accessibility you have to medical insurance through your previous workplace will also change. Depending on the organization's size, coverage can differ wildly, making it essential to have a good idea of what coverage you need as you leave the workplace.

As with many things, medical insurance is something everyone has an opinion on. Medicare can be even more difficult to navigate and costly mistakes and missed deadlines can be the unintended outcome of a plan not professionally designed and executed.

We make your transition easier

As independent specialists in the medical insurance industry, we can untangle the messy, complicated processes and options in Medicare to ensure you have the coverage you need after you leave work.

As fee-based counselors, we can deliver clarity into the benefits, rules and functionalities that apply, helping you make the right decision for your circumstances.

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How it Works

Our role as an unbiased medical insurance counselor allows us to look at your current circumstances and workplace, examine your future goals and provide clear, practical guidance on the best solutions for you.

We help you do the right things at the right time, giving you peace of mind and smoothing the path to retirement without worrying about a lack of coverage. Our services include:

Medicare Part D Analysis

$200 per hour

Medicare Transition Advising

$200 per hour

Social Security Retirement Benefits Claiming Strategies

$200 per hour

As we are fee-based, you can rest assured that the service you receive is entirely unbiased or swayed by commission-led sales. We’re here to help you achieve your goals with Medicare in the way that best suits your retirement.

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Get the guidance you need today

If you plan on retiring, seeking advice today to ensure you're fully covered under Medicare is the ideal first step. Start by directly to discuss your needs and requirements. We’ll work with you to understand your goals, your current coverage, and how to continue to the level of medical insurance you require. Call us at (713) 532-6373 or fill out our contact form, and we’ll be in touch.

Have some questions?

Patricia is always happy to chat further about any questions you have on your mind. Explore common FAQs below or get in touch now to arrange a call.

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