Choose an appointment type

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.