Ready to Stop Guessing About Medicare?

Before we meet, I'll send you a secure, confidential survey where you'll share your doctors, prescriptions, and anything about your health situation you'd like me to know — on your terms, at your pace. You'll also complete a Scope of Appointment, a CMS-required form that simply confirms the topics we'll cover together.

By the time we sit down, I already have everything I need — so we skip the paperwork and go straight to what matters: reviewing your options side by side.

Everything you share is handled with strict confidentiality.

Next Step...Lets Connect

Once your survey and Scope of Appointment are complete, we'll meet at a time that works for you. You choose how we connect:

• Video Call — face to face from wherever you are
• Phone Call — straightforward and simple
• In Person — available when I'm in your area

I'm based in the Tampa Bay area and travel regularly to the Rochester, NY region — particularly during Annual Enrollment Period. For clients elsewhere, video and phone work just as well.

Most appointments run 30 to 60 minutes. By that point I'll already have your information, so we spend that time focused entirely on your options.