Better yet, see us in person via zoom!

Our Mission

It is to help our clients’ lower medical debt, by understanding the out-of-pocket financial exposures embedded in medical insurance plans.

We’ll show you how to gain equal access to quality health care while working within the guidelines of your enforced medical contract.

Our Vision

It is to understand and anticipate our clients’ wants, needs, and communication preferences.

Our business strategy is based on putting our clients first and at the core of our business, which we hope to create a positive experience resulting in new long-term relationships with deep roots.

Value Proposition

• Backed by over 3 decades of ongoing industry education, training and experience
• Group Medical Benefits Implementation process to increase efficiency and reduce costs.
• Medical Benefits enhancement and tax advantages strategies
• Unbiased policy recommendations due to our non-captive business status
• Support on escalated medical claim adjudication and resolution actions

We’re committed to serving veterans through efforts like:

• Exclusive Medicare insurance carriers for VFW, DAV and AMET’s
• VA Medicare Healthcare options
• Assistance with the Medicare selection, annual review and enrollment process
• Small Group Medicare educational workshop (guaranteed no SALES presentations)