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Medicare Simplified: Navigating Your Options

Houston’s trusted advisors for Medicare Advantage, Supplements, and enrollment strategies—integrated with your broader financial and tax plan.

Medicare Advantage

  • Private insurance alternative to Part A & B
  • Often includes prescription drug coverage
  • Set out-of-pocket maximum protection
  • May include dental and vision benefits
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Medicare Supplement

  • Secondary coverage for gap costs
  • Freedom to see any doctor accepting Medicare
  • Nationwide coverage without network limits
  • Standardized plans for predictable costs
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Enrolment Windows

  • Initial Enrollment (IEP): When you turn 65
  • Annual Enrollment (AEP): Oct 15 – Dec 7
  • Special Enrollment (SEP): Life change triggers
  • Professional guidance to avoid late penalties
View Schedule
Book a Free Medicare Review

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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