Social Security, Medicare and Health Insurance Solutions

Your Ally and Advocate in the Pre-Retirement Maze

Social Security Planning

As a Registered Social Security Analyst (RSSA®), I can help you determine the optimal claiming strategy to ensure that you receive every dollar that you have earned and are entitled to.

Medicare

Choosing and enrolling in a Medicare Supplement or Advantage Plan can be complicated. We can help walk you through the enrollment process from beginning to end and help you avoid the potential penalties with not enrolling on time.

Health Insurance

Plans available for all budgets and health conditions. We can help you navigate the ACA Marketplace or help you find a plan off of the exchange.

A No-Pressure Approach to Your

Most Important Decisions

We operate on an appointment-only basis. No cold calls, no spam—just professional strategy when you need it

Learn about Social Security, Medicare and Health Insurance

Your Guide to Smarter Coverage Choices

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Testimonials

Man with glasses smiles at camera while using a laptop at a desk.

“Jo was very helpful in helping me find a plan. I'd recommend her to anyone in need of help! :)”

R Horne

Smiling Black woman with glasses and curly hair in a pink blazer in front of a whiteboard.

“Jo made this process much easier than I expected. I was grateful I could make all arrangements by phone and email.” 

Deb E.

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“She was responsive, followed through on my questions, and offered valuable advice. I highly recommend her!”

Julie B.

We're proud to represent great insurance carriers like:

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AIG logo in blue, letters inside a blue rectangle.
BlueCross BlueShield logo with a blue cross and shield symbol.
Cigna logo: tree-like figure with raised arms, blue text on white background.
Florida Blue logo, teal script text with associated symbols.
Gerber Life logo: a blue circle with a baby's sketch inside; text

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options

Have Questions? Let us know how we can help

If you're not quite ready to book a call, just let us know how we can help

(we will NEVER call you without your permission)

Contact Us