FREE (UNBIASED) PLAN REVIEW

Already have a plan? Let's make sure it's still the right one.

You don't have to be my client to get a second opinion. I'll look at what you have now — Medicare Advantage, Supplement, or Part D, from any carrier — and tell you honestly whether it still fits. No cost, no pressure to switch.

what is it?

A second opinion, with no strings attached

Most people pick a Medicare plan once and never look at it again — even as their health, budget, or the plan itself changes. A Free Plan Review isn't tied to Annual Enrollment or any deadline. It's a standing offer: bring me what you have, and I'll give you a straight answer on whether it's still working for you.



I'm not paid more for switching you to a different plan, and I'm not paid at all if you decide to stay put. The review is the same either way.

Works with any current plan, any carrier

No obligation to switch, ever

Available any time of year — not just AEP

what's included

What this coverage typically offers

Coverage Check

A look at what your current plan actually pays for, versus what you assumed it covered.

Cost Comparison

Your current premium and out-of-pocket costs, compared honestly against other real options.

Network Check

Whether your doctors, hospital, and pharmacy are still in your plan's network.

Drug List Review

Whether your medications are still covered, and at what cost.

Plain-English Explanation

A clear answer on whether staying or switching makes sense for you, and why.

No-Pressure Next Step

If switching makes sense, I handle the paperwork. If not, you walk away with peace of mind and nothing to sign.

Google Reviews

What neighbors are saying

other ways i can help

Not quite what you needed?

New to Medicare

Turning 65, or qualifying early through disability? I’ll walk you through every option before you sign anything.

Medicare Advantage (Part C)

One plan that bundles your hospital, medical, and often drug coverage. Let’s compare what’s actually available here in Richmond.

Medicare Supplement (Medigap)

Want the freedom to see any doctor who accepts Medicare, with fewer surprise bills? Let’s see if a Supplement plan fits your budget.

Annual Plan Review

Coverage changes every year — yours should be reviewed just as often. Every fall, during Medicare’s Annual Enrollment Period, I sit down with my clients and make sure their plan still fits.

Frequently Asked questions

Questions people ask before a free review

Do I have to be your client already to get a review?

Will you try to switch me to a plan you sell?

What do I need to bring to the review?

Is this the same as the Annual Plan Review?

Does it cost anything to meet with you?

Let’s find your plan — together.

No call centers, no confusing forms. Just a real conversation with someone who knows Medicare and knows Richmond.

369 Big Hill Ave., Richmond, KY ·  (859) 285-7600