Our Services
Comprehensive Medicare guidance tailored to your needs
Medicare Education Sessions
Understanding Medicare doesn't have to be overwhelming. Our educational sessions break down complex coverage types, enrollment periods, and eligibility requirements in clear, straightforward language.
What You'll Learn:
- • Medicare Part A, B, C, and D coverage basics
- • Enrollment periods and deadlines
- • Costs and out-of-pocket maximums
- • How to compare plans and choose the best option
One-on-One Consultations
Your Medicare needs are unique. During a personalized consultation, Sonia works with you to understand your specific health needs, budget, and preferences—then recommends coverage options tailored specifically to you.
During Your Consultation:
- • Review your current health status and prescriptions
- • Understand your budget and financial constraints
- • Compare available plans side-by-side
- • Get personalized recommendations based on your needs
- • Understand enrollment steps and next actions
Annual Plan Reviews
Medicare changes every year—new plans, updated coverage, and shifting costs. Annual plan reviews ensure your coverage continues to meet your health needs and budget.
What's Included:
- • Review changes to your current plan
- • Explore new plan options for the upcoming year
- • Compare costs and coverage updates
- • Identify opportunities to reduce costs
- • Update your coverage as your health needs change
Prescription Drug & Provider Support
Managing prescription costs and ensuring your doctors are covered is crucial. Sonia helps you navigate prescription drug coverage (Part D) and verify that your preferred healthcare providers are in-network with your plan.
Support Includes:
- • Review prescription drug coverage options
- • Estimate medication costs for your prescriptions
- • Verify your doctors and specialists are in-network
- • Find alternatives if your provider isn't covered
- • Understand coverage for specific treatments or procedures
Support for Leaving Employer Coverage
Transitioning from employer coverage to Medicare can be complicated. Whether you're retiring or losing coverage, Sonia guides you through enrollment deadlines, penalty avoidance, and choosing the right plan for your situation.
Common Transitions We Help With:
- • Retiring from active employment
- • Losing employer group coverage
- • Spouse retirement coordination
- • Moving to a new state
We'll Help You:
- • Understand your enrollment period
- • Avoid late enrollment penalties
- • Coordinate benefits with your spouse
- • Complete enrollment smoothly
Ready to Get Personalized Help?
Schedule a consultation with Sonia to explore the service that's right for you.
Schedule Your Consultation