Essential Medicare Review

Service Description

Get clarity, confidence, and a personalized Medicare plan in just one hour. Navigating Medicare can feel overwhelming — but it doesn’t have to be. In this 60-minute one-on-one phone or Zoom consultation, you’ll work directly with me to cut through the confusion and make decisions with confidence. During your session, we will: -Review your current coverage and enrollment timelines to ensure you’re on track and meeting all important deadlines. -Identify and prevent costly mistakes — such as late enrollment penalties, coverage gaps, or missteps that could limit your future plan options. -Simplify Medicare’s alphabet soup — I’ll explain Parts A, B, C, and D in plain language so you understand exactly what each covers and how they work together. -Address HSA coordination — including when to stop contributions to avoid tax penalties and how to maximize your HSA balance before transitioning to Medicare. -Create a personalized action plan so you know exactly what to do next for enrollment, plan selection, and timing. After your consultation, you’ll receive a comprehensive Medicare Planning Portfolio — a professionally prepared, 15–20 page custom document that includes: -Your personalized Medicare timeline -Summary of our discussion and recommendations -Applicable forms (e.g., CMS-L564, SSA-44) pre-filled where possible -IRMAA chart and income adjustment guidance if applicable -Plan comparison summaries (Medigap vs. Medicare Advantage) -HSA transition guidelines tailored to your situation -Additional resources relevant to your unique coverage needs Whether you’re months away from retirement or facing an upcoming enrollment deadline, this session will give you the clarity you need — and the confidence to move forward without second-guessing. Book your session today and receive your personalized Medicare Planning Portfolio within 48 hours of your consultation.