My main objective is to help you with what you need and lift the burden so that you can be removed from unnecessary stress

We offer a range of services that you can choose from and based on where you feel our services could be more beneficial.  We offer a free consultation appointment during which we discuss how we can help you best and provide you with our recommended services.  No pressure, just simple advice on how to move forward. We will make it all fit together in order to meet your needs.

Once engaged, we will meet with you as often as necessary and discuss any concerns and offer ongoing advice and support.  We will provide you with regular updates involving your health care and health insurance related matters.  

Much like when you hire an expert such as an attorney, an accountant, or a real estate agent to manage those services for you, you need an experienced professional to represent you and remove the burden of complexities related to health care insurance and help you to resolve issues for you.


Medical and Case Management, Care Transition

  • Care management, care coordination, and care transition between providers or care settings such as hosital to skilled nursing, and skilled nursing to custodial or home care, to ensure provision of the most appropriate services
  • With diagnosis and treatment, we review recommendations, treatments options and assistance with decision-making
  • Records review, explanation and discussion
  • Preparation for medical appointments
  • Accompaniment to appointments
  • Support choosing the most appropriate care setting for aging parents
  • Guidance and support with chronic illness management
  • Assisted living and nursing home recommendations
  • Daily living assistance and caregiver referrals
  • Caretaker(s) interview and screening, assessment of the appropriateness of skill set to patient’s need, and recommendation
  • End of life planning services
  • Medication reviews, reconciliation and adherence including on going management
  • Medical care cost planning, budgeting, and regular status reporting
  • Assessment of the home living condition, recommendations and facilitation of necessary accommodations 



Medical Billing / Health Insurance / Medicare / Payer Assistance 

  • Medical bill reviews and reconciliation
  • Filing and tracking medical bill paperwork and payments
  • Health Plan Review, Assessment & Selection between; Fee for Service, HMO, PPO, Point of Service, High Deductible Health Plans (HDHP), Medicare, Medicaid, Dual Eligible, or combinations, to help you choose the right health insurance plan or payer
  • Comparing, coordinating and managing the Explantion of Benefits and provider invoices
  • Negotiations with hospitals and other providers
  • Medicare recommendations and decision-making (Advantage Plans, Medigap, others)
  • Dispute services, appeals, and grievances management
  • Medical Billing / Health Insurance / Medicare / Payer Assistance 



Other Services


  • Worker’s Compensation assistance
  • Disability filings, coordination and management including State Disbility and Social Security Disability Insurances
  • Management of Health Savings Account (HSA) 
  • ​Prescription, Dental and Vision Plans review and recommendations
  • ​Benefits coordination when more than one health insurance is available

Contact us to schedule a free consultation
Our fees are aligned with the type of services that you may require and will be discussed in advance of a service agreement.  Fees are hourly and up to a weekly maximum with as many hours as necessary to work on your case.