Individual Services

Medicare Enrollment

Medicare enrollment involves guiding individuals through the process of signing up for Medicare benefits. We help you understand your eligibility and ensure you have the coverage you need for healthcare.

Medicare Pool Trusts

Medicare pool trusts allow Medicaid recipients to set aside funds for certain expenses without affecting their eligibility for benefits. We can assist you in setting up a trust to manage your assets while protecting your healthcare benefits.

Medicare Savings Program

The Medicare Savings Program helps low-income individuals cover Medicare-related costs like premiums, deductibles, and copayments. Our team will assess your eligibility and help you apply to reduce your healthcare expenses.

Medigap Plans

Medigap plans, also known as Medicare Supplement Insurance, cover some of the costs not covered by Medicare, like copayments and deductibles. We can help you find a plan that suits your healthcare needs and budget.

Retirement Consulting

Retirement consulting provides personalized guidance to help you plan for a secure and comfortable retirement. Our experts can assist with financial planning, investment strategies, and other important retirement-related decisions.

Final Expense Planning

Final expense planning involves preparing for end-of-life costs such as funeral expenses and outstanding debts. We offer solutions to ensure your family is financially protected during this difficult time.

Health Insurance

Health insurance provides coverage for medical expenses, including doctor visits, hospital stays, and medications for clients who do not qualify for Medicare. We can help you select a health insurance plan that meets your healthcare needs and fits your budget.