Medicare

Our office is proud to offer Medicare Services. As a comprehensive practice, all parts of financial planning are taken into considertation. With that in mind, it became obvious that Medicare is a vital piece of retirement planning.

Our firm offers the knowledge, research, and empathy necessary to find you the right plan for your healthcare needs. Becky heads the Medicare Services division with her 20 years of specialized experience, and she is committed to helping clients find a plan that meets their individual needs. She puts a strong emphasis on education and resources to save her clients on out-of-pocket costs.