Our Medicare Services

Here's Our Process:

  • You can choose an advisor from the list below or we'll assign an advisor to meet with you one-on-one.
  • We’ll help determine if now is the right time to enroll in Medicare or advise you to delay.
  • If Medicare is the right path for you, We'll set up a calendar timeline to work toward enrollment.
  • Provide any additional forms that Social Security may require to get you in the system.
  • Assist with enrollment into the Medicare system if you're not already pre-enrolled.
  • Analyze your prescription drug costs to determine which plans are the best fit.
  • Gauge eligibility for other Medicare assistance programs such as NYS EPIC and Extra Help.
  • Check hospital and doctor networks that your service providers are aligned with.
  • Lay out supplemental plan choices that will minimize cost and optimize benefits.
  • Advise you on the supplemental plan choices we think you're well-suited for so when you're ready to go, we'll enroll you into your plan choice directly from our office or by telephone.
Staff member Rick Grossmann
Rick Grossmann
President/Owner
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Staff member Doug Warner
Doug Warner
Advisor
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Staff member Catherine Glenning
Catherine Glenning
Advisor
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Staff member Kathy Coler
Kathy Coler
Advisor
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Staff member Lisa Zielinski
Lisa Zielinski
Advisor
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Staff member Yolanda Gallagher
Yolanda Gallagher
Advisor
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Medicare Planning


If you’re approaching 65, our service makes it easy to understand your options, maximize your benefits, and take control of your healthcare costs. We're totally objective. Our advisory service is not about "steering" you to a particular company or plan. In fact, our comprehensive approach narrows the field so well, the right plan choices become very obvious.
EASY PLAN COMPARISONS

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