Read what our clients are saying about us!

Susan, Thank you for taking the time to explain my Medicare options so thoroughly and for welcoming (and answering!) my many questions. I will look closely at these documents, and I will continue to develop a plan with your support. You have made the 'maze' much less confusing! Thank you for your sage advice, and for the time that you have spent developing an individualized plan for me. Sincerely,


Six months before my husband turned 65, we started to research Medicare options and quickly became confused and overwhelmed. We even went to our local senior citizen center for help. When it came time to actually select the medical plans, there were so many choices and variables that we realized that we needed a Medicare services expert. Thank goodness for Peter! He took the time to get to know us, our concerns, and our needs. Then he explained our options in an organized and easy-to-understand way. After we chose my husband's plan, he helped us to enroll. But his assistance didn't end there. He followed up to make sure that everything was in place for us. Then, a few months later, he used his connections to help us expedite some claims. We tell all of our baby boomer friends and relatives to contact Peter when they start to navigate the Medicare maze.


Hello Peter, I would like to take this opportunity to thank you for all of your guidance and support. We are just stepping into the arena of having employees retire and your assistance with Medicare was invaluable. A good portion of our employees have been with us 20+ years so making the leap to retirement can be quite daunting with all the details which need to be addressed. Both Xxxx and Xxxxxx were able to retire with peace of mind knowing their medical coverage had been situated because of your expertise. In both of these situations, I believe you went way above and beyond and it is truly appreciated. We are a paternalistic company and want to make sure our employees are taken care of in every stage of their employment including in their transition to retirement. Your assistance greatly helped us in being able to make this possible for Xxxx and Xxxxxx. Thank you so very much! Best,

HR Director for an employer with 100's of employees

Dear Peter: I am writing to express my appreciation for the help you gave me regarding my application for Medicare. I was very confused with all the options that were open to me but with your high level of expertise in the subject you were able to explain to me which plans would be most beneficial for me. Most importantly was your ability to describe everything in terms that I was able to understand. You took a huge load off my shoulders and I consider myself most fortunate in having been able to avail myself of your services.