Your Medicare Benefits 

Finding the best medicare benefits that fit your lifestyle. 

What it is 

Who Medicare Is For?

Medicare is the federal health insurance program for:

  • People who are 65 or older
  • Certain younger people with disabilities
  • People with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant, sometimes called ESRD)

With Medicare, you get to choose how you want to get your coverage. Once you are fully enrolled you will determine which of the two options are best fo you. These two options include: Original Medicare and Advantage Medicare. 

Plan Your Future 

It is never too late to start planning for your future. No matter what stage of life you are in, planning for your future does not have to be stressful. The hardest part about planning it, is starting it. 

Pave Your Future 

Set yourself and your family up to be successful. Start paving your way to financial freedom, and retirement with annuities, investment strategies, wealth management and tax planning.

Protect Your Future 

Protect your future for those that you love. Come up with a plan for your assets and wealth that will provide for them even after you are gone. Check into life insurance products, long term care, and estate maximization. 

Tailored products upon request

Medicare Part A

Part A covers inpatient hospital stays, care in a skilled nursing facility, hospice care, and some home health care.

Medicare Part B

Part B covers certain doctors' services, outpatient care, medical supplies, and preventive services.

Medicare Part D

Part D helps cover the cost of prescription drugs (including many recommended shots or vaccines).

what we do 

We’ve been there

We provide a custom approach to your financial situation, no matter wha services you are looking for. As a company, one of our top priority is you, our client. We take a look at your needs, tolerances for risks and your lifestyle to come up with the best financial plan for you, covering everything from your medicare benefits, to social security to investments and retirement planning. 

We are there for you and your needs. We are also available to you at all times to discuss any questions or concerns you might have throughout the entire process, not just the beginning. 

Schedule a no obligation, 15 minute consultation today! 

who we are 

Our Mission 

Our mission drives us to do everything possible to expand our client’s financial scope, plans, and knowledge. We do that by focused plans built specifically for each client and their lifestyle. 


We update their plans for whatever happens in their lives and 

by making sure our clients are put first before anything else.  Find out more on how we hope to make your financial journey as easy and stress-free as possible. 

Are Your Ready to Get Started? 

Schedule a no obligation, 15 minute consultation today! 

Contact Information

Find us here: 1555 Indian River Blvd
Suite 130 A
Vero Beach


Phone: 321-343-6100