Your Medicare plan can change every year. Your review should too.
Book a calm, one-on-one conversation to see whether your current coverage still fits your doctors, your prescriptions and your budget for the year ahead.
No fee. No obligation. No pressure.
The yearly window to join, switch or leave a Medicare Advantage or Part D plan.
When changes made during AEP take effect.
Four things that quietly change from one year to the next.
Your doctors and hospitals
Provider networks can shift. We check that the people you trust are still in your plan.
Your prescriptions
Drug lists, tiers and pharmacy options are updated each year. We run your medications through the plans.
Your total costs
Premiums, copays and the yearly out-of-pocket maximum, looked at together rather than one at a time.
Extra benefits
Dental, vision, hearing and other benefits vary by plan. We confirm what is actually offered where you live.
A review is a conversation, not a sales pitch.
Pick a time
Choose a slot that suits you. Phone or video, whichever you are more comfortable with.
Share what matters
Have your Medicare card, a list of your medications and the names of your doctors nearby. That is all you need.
Decide with clarity
We walk through your options in plain language. Keep your plan, change it, or take time to think. The choice is yours.
Common questions
Do I have to switch plans?
No. The goal is to be sure your plan still fits, not to change it. Whether to switch is always your decision.
Does the review cost anything?
There is no fee for the review and no obligation to enroll in anything.
What should I have ready?
Your Medicare card, a list of your current medications with doses, the names of your doctors and pharmacy, and your current plan’s card if you have one.
Can a family member join the call?
Of course. Many people bring a spouse, son or daughter. Just let us know when you book.
Your Partner in Navigating Medicare with Confidence
My professional journey has taken me through mortgage lending, real estate, and financial services, where I’ve learned how important informed decisions are to a family’s financial security.
Today, I bring that perspective to helping individuals and families navigate Medicare and health insurance options.
My passion for this work is personal. Having witnessed how unexpected health challenges and medical expenses can affect families, I believe people deserve clear information, thoughtful guidance, and the opportunity to understand their choices.
My approach is education first. I take the time to understand your needs, explain available options, and help you compare coverage so you can make an informed decision without feeling overwhelmed.
Whether you’re approaching age 65 or reviewing your current Medicare coverage, I’m here to help make the process easier to understand.
At Aikido Financial, our mission is to help you protect what matters most—with greater clarity, confidence, and peace of mind.
Start the new year with coverage you understand.
Enrollment ends December 7. A short conversation now can save a surprise in January.
Book my Medicare reviewWhen you book, your information will be provided to a licensed insurance agent. You may be contacted by a licensed insurance agent.
Prefer to talk first? Call a licensed insurance agent at 1-888-404-7569 (TTY: 711) or email [email protected]
We do not offer every plan available in your area. Currently we represent 8 organizations which offer 43 products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Aikido Financial is a licensed and certified representative of Medicare Advantage organizations and stand-alone prescription drug plans. Each of the organizations they represent has a Medicare contract. Enrollment in any plan depends on contract renewal.
Aikido Financial is not affiliated with or endorsed by any government agency.
This is a solicitation for insurance.
Aikido Financial is not affiliated with or endorsed by Medicare, the Centers for Medicare & Medicaid Services, or any government agency. Plan availability and benefits vary by state, county and carrier. A licensed agent may contact you if you request a review.
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