Quick Phone Call
A quick call to answer your questions.Medicare Client Review
Plans change from year to year. Let's review your plan and discuss other options as appropriate. A Scope of Appointment is required.Medicare Plan Enrollment Assistance
Help selecting and enrolling in the the right plan(s) for you. Scope of Appointment is required.Medicare Basics
Learn how Medicare works and get your questions answered.Health - Covered California
For new or existing clients looking for assistance with Individual Health Plans and/or Covered California.Life Insurance Needs Analysis
Let's discuss your situation and determine how much life insurance you need to protect your loved ones.Long Term Care Needs Analysis
Are you concerned about the cost of care or burden to family of taking care of your long term care needs? Let's talk about your options.Social Security Analysis - Initial Meeting
Sign up for an analysis of your Social Security claiming options. This is an introductory call to review the process.Social Security Analysis - Report Review
This meeting is to review the final report detailing your Social Security claiming options after signing the engagement letter and paying the associated fee.