We have had clients for years ask us about their confusion regarding Social Security (when do I start taking it) and Medicare (what does a Part A, Part B, Part C, Part D plan do? What is a Medigap or Medicare Advantage policy). So we decided to focus on these questions.
Description of Services
Medicare Consulting
We consult with prospective and current Medicare enrollees on options and strategies for their individual Medicare coverage and assist you in enrolling in the appropriate coverage.
Social Security Consulting
We consult with individuals on the timing, selection and enrollment strategies for Social Security.
Our Process
We provide complimentary no cost consultations to review your Medicare options/strategies and to assist in enrolling in Medicare coverage. If you prefer, we can conduct meetings face to face, online or over the phone.
Starting with KB
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