Book Your Free Consult
BOOK AN APPOINTMENT
Pick the appointment type that matches your situation. We’ll help you compare options, enroll correctly, and stay supported.
Quick appointments (often 20 minutes)
Virtual and in-person options (availability varies)
Clear, side-by-side comparisons
Support after enrollment (questions, changes, renewals)
What we do
Medicare (Turning 65 / Plan Review)
Best for: Medicare Advantage vs Medigap, Part D, annual plan review.
Time: 20 mins Free
Individual & Family (Marketplace / ACA)
Best for: Self-employed, family coverage, between jobs, Special Enrollment.
Employer Group Benefits (Small Business)
Best for: Setting up group medical, renewals, dental/vision, benefits strategy.
Prefer to book with a specific advisor?
What to have ready (so we can help faster)
For Medicare
- Zip code and county
- Current plan name (if applicable)
- Doctors you want to keep
- Prescriptions + dosages and preferred pharmacy
- What matters most (low premium, predictable costs, provider flexibility)
For Individual & Family (Marketplace / ACA)
- Zip code and county
- Household size and estimated income range
- Doctors and prescriptions (if you want network/drug checks)
- Current coverage situation (lost coverage? moving? life event?)
For Employer Benefits
- Company size and locations
- Target effective date or renewal date
- Basic employee census needs (DOBs/zip codes/tiers)
- Current plan summary (if renewing)
For Supplemental / Life
- Your goal (accident/cancer/critical illness, dental, disability, etc.)
- Budget range (monthly)
- Timeline (ASAP vs planning)
Can I enroll right now?
Medicare:
Common windows include Oct 15–Dec 7 (annual), Jan 1–Mar 31 (MA OEP, if already in MA), and your Initial Enrollment Period around age 65.
Individual & Family (Marketplace):
Open Enrollment is typically Nov 1–Jan 15 (dates can vary by year). Outside Open Enrollment, you may qualify for Special Enrollment after certain life events.
Employer Benefits:
Most group plans can be set up throughout the year. For renewals, start 60–90 days early.
Prefer to call or message?
Phone
Office
26 Garden Center Suite 1C
Broomfield, CO 80020
Frequently Asked Questions
Is the consult really free?
Yes—many consultations are free. If any broker fee would apply in a specific situation, we disclose it clearly in writing before you decide.
Are appointments virtual or in-person?
We offer virtual appointments, and in-person appointments may be available depending on scheduling.
How long is the appointment?
Many booking options are about 20 minutes. If your situation is more complex, we can schedule additional time.
What if I’m not sure what I need?
Choose “Not sure where to start?” and we’ll route you.
What should I bring for Medicare?
Doctors list, prescriptions + dosages, preferred pharmacy, and your zip code/county.
Important information
- Information on this page is for general guidance and isn’t medical, legal, or tax advice.
- Plan availability, costs, eligibility, and enrollment rules vary by carrier, county, and plan year.
