Our primary goal is to provide objective counsel while helping you learn the mechanics of Medicare, Social Security and long term care planning. Through workshops, conference calls and personalized consultations, we have helped thousands of retirees navigate through the confusion. Beyond Medicare guides clients through a step by step process of educating, comparing, evaluating, and selecting options that best suit their lifestyle, needs and priorities.
We provide unbiased guidance and access to the widest variety of options and tools to support your needs. Our holistic planning approach incorporates an environment of objectivity and independence.