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Health Insurance Planning
Healthcare is one of the most complex and costly parts of retirement planning — and one of the most overlooked. As a client, you have access to dedicated health insurance guidance at every stage, from pre-Medicare coverage through enrollment and beyond.
Get in touchWhat we cover
From your last day of work to decades into retirement, health insurance decisions never stop. Here's what we help you navigate.
Retiring before Medicare eligibility means navigating the marketplace on your own — and the cost of getting it wrong is high. We help you find the right coverage without overpaying, including ACA marketplace plans, off-marketplace options, and healthcare sharing programs.
Medicare has multiple parts, multiple decisions, and a narrow enrollment window. We guide you through Medicare Supplements, Medicare Advantage, Part D prescription coverage, and the timing that works best for your health and financial situation.
Each year's open enrollment period is an opportunity to review and optimize your coverage. Plans and premiums change annually — we make sure you're not missing better options or leaving money on the table.
Your healthcare needs and available plans change every year. Annual review of your Medicare coverage ensures what you have still fits your life, your health, and your budget — and that nothing has slipped through the cracks.
Healthcare costs don't have to arrive as surprises. We anticipate them, plan for them, and build health insurance strategy into your overall retirement plan — so that when decisions come up, you already know what to do.
Powered by Move Health
Health insurance is complex enough to warrant its own specialist — which is why I partner with Move Health, a tech-enabled health insurance and Medicare planning firm serving clients nationwide.
Their team of licensed, federally certified advisors handles the analysis, the enrollment details, and the ongoing reviews — so you get expert guidance without having to navigate it alone. And because Move Health coordinates directly with me, your health insurance strategy stays connected to your overall financial plan.
Their services are provided at no cost to you — Move Health is compensated by the insurance carriers they represent, not by you.
Federally certified advisors
All Move Health advisors hold federal certifications for health insurance and Medicare. Many carry the CMIP® designation — a FINRA-recognized accreditation.
Education before recommendations
Move Health's approach begins with understanding your needs — not recommending a plan. You'll understand your options before any decisions are made.
Non-commissioned advisors
Move Health advisors are salaried, not commission-based. They have no financial incentive to steer you toward any particular plan.
Ongoing support
Coverage doesn't end at enrollment. Move Health provides midyear check-ins, annual plan reviews, and support whenever your situation changes.
Let's talk
If you're within a few years of retirement — or already there — let's make sure health care costs are factored into your plan, not discovered after the fact. I'll coordinate with the Move Health team so you have expert guidance on both sides.
Let's see if we're a fit