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We serve as an extension of a Financial Advisor's team with the sole focus on Medicare. There is no cost for our service to the Financial Advisor, or the client, and our approach differs significantly from others in the industry because we are unbiased in the options that we provide. We firmly believe that each client’s health, lifestyle, prescription needs, and immediate and long-term financial goals should be taken into account before healthcare options are presented. Medicare can be confusing and overwhelming. We operate as fiduciaries, and as a trusted partner to Financial Planning firms across the nation, to provide comprehensive and customized Medicare planning and enrollment services for clientele nearing Medicare eligibility, or currently retired. If you are a Financial Advisor that needs a Medicare partner for your clients, I'd love to connect with you.
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