Medicare
- New Client Medicare Enrollment
1 hour
This appointment is suitable for individuals starting on medicare in the next 3 months. Open enrollment is 3 months before, the month of, and 3 months after your 65th birthday. Additionally, if you are retiring/leaving employer coverage ...
- Medicare Plan Review
1 hour
This appointment is suitable for individuals that are already enrolled in medicare, and want to evaluate their current coverage for the most competitive option on the market.
- Annual Enrollment Period Part D Review
30 minutes
This appointment is suitable for Annual Enrollment Period, between October 15 - December 7th, to assess your current coverage for the 2026 plan year.
Social Security
- Social Security Planning Session with Kristen Roe
1 hour 30 minutes @ $200.00
This option is suitable for clients in their pre retirement planning phase. Kristen is a registered Social Security analyst, and will help you analyze the full picture of your Social Security benefit to allow you to make the most advant ...