Long-Term Care Planning

Protecting your assets from the biggest thing Medicare doesn't coverMost people assume Medicare handles long-term care. It doesn't. A single extended care event, whether at home, in assisted living, or a nursing facility, can cost $150,000 to $300,000+ and drain a lifetime of savings in a few years.I help you understand the real exposure and explore the options: hybrid life/LTC products, asset-based solutions, traditional coverage, and short-term care plans. If you don't qualify for coverage, I'll tell you that upfront and help you think through alternatives.

Additional Coverage

Filling the gaps Medicare leaves behindMedicare doesn't cover everything. I can also help with:

I'm an independent insurance specialist based in Marietta, Georgia. I focus on two things: Medicare and long-term care planning, specifically for successful professionals and retirees who want their healthcare handled with the same care as their financial plan.My background is a little different from most Medicare agents. I spent years in group benefits, working for an insurance carrier, a multinational brokerage, an enrollment technology firm, and a regional agency before starting my own practice. That experience means I understand both sides of the retirement healthcare transition: the employer plan you're leaving and the Medicare system you're entering.I work with clients across the country, though most are in metro Atlanta. I'm licensed in over 15 states, and most consultations happen by phone or video.You won't get a sales pitch from me. I explain your options clearly, tell you what I'd recommend and why, and let you decide. If something isn't a fit, I'll say so. My goal is for you to feel confident about your healthcare decisions, not pressured into them.

In-Depth Medicare 101 Guide

A series of videos and written tips that explains everything you need to know about enrolling in Medicare.

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