
Strategic Health Insurance Planning for Individuals & Families
Comprehensive Health Insurance Strategy
- Full review of current coverage
- Identification of gaps, risks, and inefficiencies
- Strategic recommendations across:
- Marketplace
- Private plans
- Self-funded/group options
National Coverage & Multi-State Planning
- Solutions for clients living in multiple states
- Access to national PPO networks
- Continuity of care across locations
Private & Alternative Health Plan Solutions
- Access to non-marketplace plans
- Often lower cost than traditional options
- Broader provider access
- Customized plan structures
Medicare Planning & Transition Support
- Transition from employer → Medicare
- Medigap vs Advantage strategy
- Drug plan optimization
- Avoiding penalties and gaps
Ongoing Advocacy & Claims Support
- Help with:
- Claims issues
- Preauthorizations
- Billing problems
- Direct support when things go wrong
All this from vetted strategic partners with decades of experience.
Small Business Health Plan Solutions
Need group or employee benefits? While I specialize in Medicare and individual coverage, I work with trusted partners and am glad to point you in the right direction.
We do not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

