Retirement Benefits Consultant | Medicare Advisor | HR Offboarding Partner | Helping Employees | Individuals Retire with Confidence — at No Cost Learning about Medicare options can be time-consuming. Our agency works with individuals and employers — because when it comes to healthcare and retirement, one size doesn’t fit all. As Brokers, we offer flexible, personalized solutions that truly fit each client’s needs. For Medicare Clients: We support individuals who are: • Turning 65 • Over 65 and considering retirement • Unsure whether to stay on employer coverage or transition to Medicare We offer a free, no-obligation Medicare analysis — reviewing your medications, doctors, and health needs to help you choose the right plan with confidence. For Employers: We partner with HR teams to take the retirement offboarding process off their plate. When an employee is ready to retire, you can hand them off to us — and we guide them through Medicare, Social Security, and retirement timelines. What sets us apart is our follow-through and integrity. We answer our phones. We go above and beyond to make sure clients not only understand their options but also maximize their benefits. Look forward to connecting. View Agent
Hi, I’m Richard, a licensed State Farm Agent specializing in Medicare Supplement (Medigap) and Medicare Advantage (Part C) plans. I help individuals and retirees compare Medicare coverage options in California, Arizona, and Oregon, with a focus on long-term Medicare and retirement planning. With 20+ years of experience in financial services, I provide clear, straightforward guidance to help you evaluate plan benefits, costs, provider networks, and prescription coverage—so you can choose a Medicare plan that fits your healthcare needs and budget. Medicare Planning Services (No Cost): My Medicare consulting services are free to you, and I’ll support you throughout the entire process—from plan comparisons to enrollment. Contact Richard for Medicare Help in CA, AZ, and OR: Reach out today to discuss your Medicare insurance options and get personalized recommendations. When you contact me, please mention you found me through AAMSI. Trusted Local Service: I invite you to read our Google reviews and client testimonials to learn more about the service and results we provide. Contact me today to get started with your Medicare plan review. View Agent
As you approach your 65th birthday we know you are BOMBARDED with ALL the info on Medicare! Let us simplify the process for you. We promise our service will put your mind at ease! View Agent
I educate my clients about the different plans, and am like a personal shopper – I look for what YOU want! Once you’re in a great plan, I keep up with you to make sure that plan is still the right fit for your life. Let’s talk! View Agent
I provide my clients with unbiased Medicare advice. I offer Medicare Advantage, Medicare Supplement, and Rx plans. I look forward to helping and starting an ongoing relationship. View Agent
Awarded #1 Medicare Supplement Agent in CA. Over 19 years’ Experience. Talk Radio Guest, National Speaker, Author-CA Broker Magazine & Your Medicare Supplement Corner in Fresno Bee View Agent
