Whether you’re turning 65, already on Medicare, or reviewing your options during Open Enrollment, this Medicare assessment helps you find coverage that fits your doctors, prescriptions, and budget.
No obligation — just clear, straightforward help reviewing your Medicare options so you can feel confident about your decisions.
In a brief conversation and quick review of your situation, we’ll narrow down your Medicare options and identify plans that align with your doctors, medications, and budget.
Once you complete the short online form, I’ll personally review your information and follow up with options tailored to your coverage needs and comfort level with costs.
Medicare isn’t one-size-fits-all. The choices you make about Medicare Advantage, Medigap, and Part D can affect what you pay, which doctors you can see, and how much you spend on prescriptions every year.
Original Medicare has deductibles, coinsurance, and no hard cap on many out-of-pocket costs. The right combination of coverage can help limit what you pay if something serious happens.
Medicare Advantage plans use networks, and even some specialists may not accept certain plans. We’ll look for options that work with your preferred doctors and hospitals whenever possible.
Prescription coverage under Part D and many Medicare Advantage plans can vary widely. We’ll review how your specific medications are covered so you can avoid costly surprises at the pharmacy.
Instead of trying to figure out Medicare on your own or sitting on hold with a call center, we’ll walk through a simple process that puts your doctors, prescriptions, and preferences first.
• People turning 65 in the next 6–12 months
• Those already on Medicare reviewing coverage for AEP/OEP
• Retirees leaving employer coverage and moving to Medicare
• Individuals on disability transitioning to Medicare eligibility
As an independent advisor, I’m not tied to one insurance company. My role is to help you understand your choices, avoid common Medicare mistakes, and choose coverage that fits how you actually use healthcare.
By the end of your review, you should know which type of Medicare coverage makes the most sense for you, what it may cost, and how it will work with your current doctors and prescriptions.
We’ll look at premiums along with copays, coinsurance, and out-of-pocket maximums so you understand both monthly and worst-case costs under each option.
We’ll check provider networks and participation, especially with Medicare Advantage plans, to help you keep the doctors and facilities you prefer whenever possible.
We’ll review how your medications are covered under Part D or Medicare Advantage drug plans, including tiers, preferred pharmacies, and potential cost-saving alternatives.
These examples show how taking a little time to review Medicare options can make a big difference in confidence, cost, and access to care.
“I was completely overwhelmed by all the Medicare Advantage mail I was getting. Chris broke it down into a few clear choices and helped me pick a plan that kept my doctor and lowered my copays.”
“My husband and I were paying too much for prescriptions. After our review, Chris found a drug plan that covered the same medications at a fraction of what we were paying before.”
“I didn’t understand the difference between Medigap and Medicare Advantage. Chris walked me through both and helped me choose what fit my health and travel plans best.”
Not connected with or endorsed by the U.S. government or the federal Medicare program. We do not offer every plan available in your area. Any information provided is limited to those plans we do offer in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Request your Medicare assessment today and get clear, independent guidance on Medicare, Medicare Advantage, and Part D options so you can protect both your health and your retirement savings.
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