Free plan review

01 · Plan

Medicare and retirement protection.

Peace of mind for life’s biggest transition. Let’s compare your Medicare options in plain English, using your doctors, prescriptions, and budget.

  • Annual EnrollmentOct 15 – Dec 7
  • Your agent CRPC®
  • ServingTexas
Request a free plan review Medicare guide

We do not offer every plan available in your area. Currently we represent 5 organizations which offer 61 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

02 · Protect

Look after the people you love.

Life insurance and final expense coverage sized to your goals and your budget, explained before you decide.

  • Life insuranceTerm & permanent
  • Final expenseWhole life
Ask about coverage Learn more

03 · Build

Explore income options for retirement.

Fixed and fixed indexed annuities can create a stream of retirement income. Every term, fee, and limit is explained in plain language.

  • ProductsFixed & fixed indexed annuities
Ask about annuities Learn more

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Medicare Annual Enrollment: October 15 – December 7, 2026

What to bring to your review →

Why work with me

One less thing to worry about.

Turning 65, retiring, changing plans: it’s a lot at once. I handle the research, compare your options carefully, and stay with you year after year, so you always know where you stand.

01

Every detail checked

Math, computer science and engineering training means nothing gets assumed. Every plan is compared on the numbers.

02

CRPC® trained

Formal training in retirement planning helps me see how each insurance choice fits the bigger picture.

03

With you at every step

From your first question through enrollment and every annual review after, you work with the same licensed agent.

04

Independent

I work with multiple insurance carriers, so we compare options instead of starting with one company’s plan.

Get started your way

Four easy ways to take the next step

Request a free plan reviewSend a short note and I’ll follow up by email or phone.Start → Request a callPrefer to talk? Ask for a call and I’ll reach out.Request → Download the AEP checklistWhat to gather before your Medicare review.PDF ↓ Marketplace · not Medicare Under 65? Shop Marketplace plansIndividual and family health coverage through HealthSherpa.Opens HealthSherpa
Request a free plan review Compare 2027 plans online Opens our secure plan comparison tool in a new tab.

We do not offer every plan available in your area. Currently we represent 5 organizations which offer 61 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Free, no-pressure review

Know where you are to know where you’re going

Tell me a little about your situation. I’ll follow up to set a time that works for you.

Request a free plan review Request a call

We do not offer every plan available in your area. Currently we represent 5 organizations which offer 61 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.