Please select a service to schedule an appointment.

Phone Consultation

Book a time to talk on the phone and ask any questions you like. There is no fee for this service

(30 minutes)

Medicare In Person Consultation

I’ll come sit at your kitchen table (or a coffee shop), review the basics of Medicare and answer all your questions. If you want to review specific product options, I’ll have a mix of Medicare Supplement, Medicare Advantage and Prescription Drug plans we can discuss. There is no fee for this service.

(1 hour and 30 minutes)

Covered California Consultation

In person or over the phone. We will review the standard health plan designs for the metal tiers, bronze, silver, gold and platinum. Then discuss how premium assistance may reduce your cost for coverage and if you’re ready complete an online application for coverage through Covered California’s website. There is no fee for this service.

(1 hour)