Medicare

The Medicare plan choices can be confusing and overwhelming.  All the different letters can turn into an alphabet soup. Parts A, B, C, D and G among others!  I pride myself in speaking with my clients in an educational and informative way to find out what they are looking for in their senior health plan.  I strive to find out their likes and dislikes of their previous plan and I pay particular attention to what medications they are taking and the doctors they see,  and where they practice. When all this gets added up and analyzed I make every effort to find a solution that checks all the boxes.  I’d be honored to meet you at my office in Avon or a local library or restaurant and my consultation is completely free of charge.

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Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.

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