2. Annual Plan Review & Ongoing Support

1. Medicare Plan Guidance & Enrollment

Your health needs and plan details can change every year, and a plan that worked last year may not be the best fit now. Each fall I review your current coverage, check for changes in costs, networks, and drug lists, and make sure you’re not paying more than you should. You get year-round support, so you’re never left to figure things out alone.

Turning 65, or helping a loved one get there, shouldn’t feel overwhelming. I walk you through Medicare Parts A, B, C, and D, Medicare Advantage, and Medigap, then compare plans based on your doctors, medications, and budget. You’ll enroll on time, avoid costly penalties, and choose coverage you can understand and trust.

3. Personal & Family Insurance Planning

Protecting what matters most goes beyond Medicare. I help individuals and families explore life, health, and supplemental insurance options that safeguard their finances and loved ones. Together we build a protection plan that fits your stage of life, so you and your family are prepared for the unexpected.