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Health Insurance & Medicare

Helping You Make Savvy Insurance Choices.

Health Insurance

Choosing the right health insurance can be difficult with so many different plans and options available. Our team consists of CPAS, licensed health insurance advisors, as well as Certified Financial Planners™ on hand to help you navigate the intricate health insurance markets and ever-changing regulations. We will assist you throughout the decision making process to identify what is the best plan to meet your specific needs.

Learn More About Group Health Insurance


Our goal is to provide you with a clear understanding of how Medicare works while offering insight into how supplemental insurance can complement original Medicare (Parts A & B) by helping to pay for medical expenses not traditionally covered. Many individuals are overwhelmed while attempting to navigate this complicated topic due to annual changes in policy structures and drug formularies in addition to the varying network of providers. Together we will explore what coverage solutions most appropriately meet your unique needs and we will provide you with support and resources so you can understand the benefits Medicare has to offer; while becoming confident with any decisions you make regarding your coverage.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (585) 410-6733