Personalized Guidance
EMPOWERING YOUR MEDICARE JOURNEY
We'll be by your side through every step
Personalized Guidance
EMPOWERING YOUR MEDICARE JOURNEY
We'll be by your side through every step
Medicare is more than just coverage; it's a commitment to your well-being.
Medicare can be intimidating
The medicare journey involves crucial decisions, particularly in understanding and navigating the intricacies of Medicare. Without professional guidance the process can cause:
▪ Frustration and uncertainty about your future
▪ Feeling overwhelmed with decisions
▪ Choosing the wrong plan(s) for your financial situation
▪ Loss of financial stability
But that is why we are here!
We will provide clear and personalized guidance to help you steer through the complexities of Medicare and ensure a smooth transition into this new chapter of life. We can:
▪ Go over all plan options
▪ Help you determine what your financial goals are
▪ Guide you while selecting the perfect plan for your needs
▪ Answer any questions throughout the entire process
Medicare can be intimidating
The medicare journey involves crucial decisions, particularly in understanding and navigating the intricacies of Medicare. Without professional guidance the process can cause:
▪ Frustration and uncertainty about your future
▪ Feeling overwhelmed with decisions
▪ Choosing the wrong plan(s) for your financial situation
▪ Loss of financial stability
But that is why we are here!
We will provide clear and personalized guidance to help you steer through the complexities of Medicare and ensure a smooth transition into this new chapter of life. We can:
▪ Go over all plan options
▪ Help you determine what your financial goals are
▪ Guide you while selecting the perfect plan for your needs
▪ Answer any questions throughout the entire process
Our proprietary T.R.I.P. Process will guide you through your Medicare Journey...
Take your Medicare T.R.I.P. with us!
The TRIP process simplifies navigating Medicare complexities, offering a clear and structured approach. It empowers individuals to make informed choices that align with their unique healthcare needs, ensuring optimal coverage.
Time
First we will spend time together on 15 minute chat where I plan to:
▪ Get to know each other
▪ Find out what is most important to you
▪ Look at your current situation
This is a time where we can really figure out where you are on your personal Medicare journey. We will then schedule a time to dive deeper.
Realize
I will take you through our Medicare Comprehension Analysis which will cover:
▪ Original Medicare
▪ Plan Pro/Cons for best fit
▪ Part D strength
Our 17 point action plan allows us to navigate what matters most to you and also clear up questions or misconceptions.
Identify
Identify your needs and wants for the path ahead.
▪ Life style
▪ Existing concerns or prescriptions
▪ Network clarification
Understanding you and how you want to live is important to truly navigating your path. Ultimately, empowering you to make and feel good about the choices you have made.
Plan
Lastly, we will get you enrolled in the plan that gives you peace of mind:
▪ Plan based on specific needs & wants
▪ Evaluation the current plan to modify direction if needed
Each year we will review your plan to guarantee it is still the best fit, because life changes.
Beginning the Medicare journey can create a lot of questions. We can help! We have answered the 10 most asked questions to help you get started.
Learn how to Smoothly navigating your Medicare journey without penalties below!
Medicare is more than just coverage; it's a commitment to your well-being.
Navigating Medicare with Ease
The Client's Journey:
JAMES GORDON
"I was completely overwhelmed by the prospect of choosing a Medicare plan, but Kelly Bulkowski turned what seemed like a daunting task into a smooth and stress-free experience. Her personalized approach and in-depth knowledge made all the difference.
Kelly took the time to understand my health needs and lifestyle, ensuring that the Medicare plan she recommended was a perfect fit for me. She explained everything in a way that was easy to understand, and I felt confident in my decision."
KATIE R. SMITHFIELD
"I wholeheartedly recommend Kelly Bukowski to anyone navigating the complexities of Medicare. Her expertise, professionalism, and unwavering commitment to client satisfaction make her an invaluable asset to your team. I am truly grateful for her assistance and commend her for making a potentially overwhelming journey not only manageable but, dare I say, enjoyable.
Thank you once again for providing such a dedicated and knowledgeable professional to guide clients like me through the Medicare process."
JON WADESBORO
"From the very beginning, Kelly demonstrated a level of expertise and professionalism that immediately put me at ease. She took the time to thoroughly explain each step of the Medicare journey, breaking down intricate details into manageable and easy-to-understand information. Her patience and dedication to ensuring I had a clear understanding of my options made a world of difference. Kelly's personalized approach and attention to detail were truly remarkable. She not only helped me find a plan that perfectly suited my needs but also alleviated any concerns or uncertainties I had along the way."
Meet Kelly Bulkowski
Asset Protector
Your dedicated Medicare navigator with a passion for guiding individuals through the intricacies of healthcare choices. With a background in the financial industry, Kelly understands the transformative power of meticulous planning and the importance of aligning healthcare decisions with broader financial strategies. Committed to continuous learning, Kelly stays ahead of the evolving Medicare landscape, providing clients with the most up-to-date information. Her client-centric approach ensures that each solution is tailored to your unique needs, empowering you to navigate Medicare with confidence and ease. Experience the transformative results of having a knowledgeable and compassionate guide on your Medicare journey. Contact Kelly today and take the first step towards personalized Medicare solutions.
Countdown to
Annual Enrollment Period
(AEP)