PRICING

Choose Your Membership Level

Both plans include expert guidance, secure record storage, and peace of mind. Pick the plan that fits your needs best.

essential Medicare support

$299/year

  • Annual Medicare Plan Review + Enrollment Support

  • Final Expense Coverage Snapshot

  • Social Security Timing Tips (General Guidance)

  • Optional Estate Planning Overview

  • 1 Medicare Check-In Call / Year

  • Email Support

  • Secure Record Storage

  • Policy Summary Log

Choose Essential

No contracts. Cancel anytime. No refunds. Your membership remains active until the end of your annual term.

Comprehensive Health & Wealth Advisory

$599/year

  • All Essential Plan Features, Plus:

  • Final Expense Coverage Review + Custom Quotes

  • Social Security Strategy Session

  • Estate Planning Guidance + Digital Trust Access

  • Lifetime Income & LTC Planning

  • Up to 3 Zoom or Phone Sessions / Year

  • Priority Booking During AEP

  • Full Policy Tracker + Emergency Contact Vault

No contracts. Cancel anytime. No refunds. Your membership remains active until the end of your annual term.

This membership provides non-investment retirement education, general retirement guidance and access to Medicare, insurance, and estate planning education. . It does not include investment advice or financial planning. For investment-related services, a separate advisory agreement is required.