Valley Medicare AZ

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Choose the type of appointment you need.

Social Security Maximization & Self-Employed Audit
45 min
Social Security is the foundation of your Guaranteed Retirement Income. We'll audit your earnings history to ensure you've banked enough credits and aren't leaving money on the table. We'll maximize survivor benefits and coordinate assets to lower your lifetime tax bill.
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Tax Free Long Term Care & Asset Protection Strategies
45 min
LTC isn't just insurance, it's protecting your family from the fallout of a health change. We'll leverage existing assets into a Tax-Free Care Fund to keep your guaranteed income intact and your legacy protected so you never become a burden.
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Medicare Initial Appointment
1 hr
This appointment is for those who are new or aging into Medicare. I will educate you on how Medicare works and your plan options.
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Medicare Follow-Up
30 min
This is a follow-up to our initial meeting to discuss Medicare options.
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Medicare Questions Call
15 min
A free 15-minute phone call with Will. Bring your questions about Medicare, Advantage plans, Medigap, or Part D. Easy to understand, easy to decide.
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