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.
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.
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.
We have more than four decades of experience working in medical insurance-related fields, including over twenty years in retirement planning and 40 years of experience in employee benefits. This unique insight and expertise allow us to take a well-rounded approach to medical insurance and Medicare, using our years of expertise to provide unbiased, straightforward, and easy-to-understand advice.
The process for organizing your Medicare is unique to your circumstances and situation. Once we have spoken to you and understand your goals and concerns, we can decide upon the next steps and work with you to define how long, on average, it will take to achieve your goals. We take all the time necessary to give you the outcome you want.
Our primary service is working with individuals nearing retirement age looking to organize and prepare their Medicare and medical insurance before leaving the workplace. Our services cover a range of areas within Medicare and retirement benefits, allowing us to comprehensively cover all areas to prepare you for a smooth, easy retirement.
If you're in the process of winding down work to retire or you have a set plan to retire in the future, it's a good idea to contact us sooner rather than later. As you leave the workplace, the rules, regulations, and planning surrounding Medicare have strict guidelines and deadlines. The sooner you speak to us, the sooner we can ensure everything is in place at the right time when you retire.
As a fee-based medical insurance counselor, we work directly with you to find the right solution for your needs post-retirement. Our services start when you get in touch with us, where we can discuss your needs and provide you with our service arrangement. From there, we can arrange an initial meeting to suit you, either in person at our offices, through a phone call, or via Zoom. Contact us today on [phone] or fill out our online contact form, and we'll be back in touch.
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