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Medicare

Your goals. Our guidance.

A Specialty Practice. For Special Needs Families and Seniors.

Confused about Medicare? We specialize in Medicare solutions.

Insurance solutions you can feel confident about.

Honesty, integrity, and trust are the cornerstones of our practice.

How We're Different

Medicare is part of the foundation that protects the resources that you’ve worked so hard to accumulate. We can help you make the right choices concerning your Medicare options.

Our Values—Trust. Honest. Integrity. Check out our testimonials.

We provide you with peace of mind. As a sibling with a brother with Down syndrome, we understand what keeps you awake at night.

What we offer

We provide, Medicare planning, advice, insurance, special needs planning, trust funding solutions and advocacy services.

Medicare Planning

Medicare Planning

We help you choose the right Medicare option to protect your assets.

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Advice

Advice

Whether it’s Medicare Planning or Special Needs Planning, it can be confusing. We help you take the next step forward.

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Special Needs Planning

Special Needs Planning

Let us help you sleep better at night.

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Insurance

Insurance

We have the right insurance offerings to protect what matters most to you.

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Trust Funding

Trust Funding

We help you to leverage your money to maximize your child’s trust fund.

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Advocacy

Advocacy

As professional advocates, we can be there when you can’t.

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Guidance You Can Feel Confident About

Our first priority is helping you take care of yourself and your family

Get the Support You Need For Your Financial Goals



We understand your concerns. Whether you’re a senior looking for guidance regarding your Medicare options, or a parent worried about your disabled child’s future after your gone, we’ve been there. Let us help you find the best solution for you.

Medicare, Special Needs and Estate Planning

Medicare, Special Needs and Estate Planning

We’ll work with you and your family to develop a strategy that meets all your needs.

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Medicare Disclaimer
“We do not offer every plan available in your area. Any information we provide 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.”

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