SmartPlans Insurance Services is an independent agency of licensed insurance agents specializing in Medicare. We represent multiple carriers, which means our advice starts with your needs — not a sales quota.
Helping seniors since 2011
Specializing in Medicare Advantage (Part C) and Medicare Supplement plans.
Since 2011, I have been passionate about helping seniors understand their Medicare options and make confident, informed decisions about their health coverage. I specialize in Medicare Advantage plans, also known as Part C, as well as Medicare Supplement plans, and I guide seniors through the many questions and concerns that can come with choosing the right Medicare plan.
My approach is consultative, personal, and centered on each individual's unique needs. I believe there is no one-size-fits-all Medicare plan. Every senior deserves the time, attention, and understanding needed to evaluate their medical profile, healthcare priorities, and financial considerations. My goal is to help identify a smart, needs-based plan that fits the person — not just the paperwork.
During each consultation, whether by phone or in person, I take a complete look at the factors that matter most. This includes primary care physicians, specialists, hospitals, medical groups, prescriptions, planned treatments or surgeries, physical therapy needs, and additional benefits such as dental, vision, hearing, fitness, and other supportive services. These details help shape a Medicare solution that aligns with both current needs and expected healthcare use.
Affordability is also a key part of the conversation. A Medicare plan must make sense not only medically, but also financially. I help seniors consider how a plan may fit into their monthly or annual budget so they can feel comfortable with their choice and be better prepared for the year ahead.
I see my role as a trusted guide and consultant — someone who listens first, explains clearly, and helps seniors understand the hows and whys behind their Medicare choices. While no one can predict every future healthcare need, I take a 360-degree view of each person's medical and financial situation to help narrow the options and find a plan that closely matches what matters most.
Sometimes, the best recommendation may be a plan I do not represent, and that is okay. My principle is simple: it is YOUR Medicare plan, and YOU should feel satisfied and confident in the choice you make. I am here to help seniors feel supported, informed, and empowered as they choose coverage that helps protect their health, their budget, and their peace of mind.
Medicare is one of the biggest financial decisions of retirement, and it's sold everywhere — TV ads, mailers, call centers. We built SmartPlans to be the opposite of that noise: a local team you can call by name, who will show you the actual trade-offs between plans and respect whatever you decide.
Every review follows the same discipline: your doctors, your prescriptions, your budget, your travel habits. Then we compare every plan we represent in your county and explain the differences in plain English. If your current coverage is still your best option, we'll tell you that, too.
We meet clients by phone, by video, or face to face — whatever is easiest for you. Family members are always welcome to join the conversation.
We start with your situation: doctors you want to keep, medications you take, how you use your coverage, and what you can comfortably budget.
We pull the plans we represent in your area and lay out premiums, networks, drug costs, and extras side by side — no jargon.
If you enroll, we handle the paperwork and stay your point of contact for the life of the plan. If you don't, no hard feelings.
A free 30-minute review with a licensed insurance agent.
By calling this number, you will be connected with a licensed insurance agent who may discuss Medicare Advantage, Medicare Supplement, and Prescription Drug Plan options.