Financial Planning Partnerships

White-glove Medicare Planning and Enrollment Services.

Operating as fiduciaries, and acting as a trusted partner to Financial Planning firms across the nation, MyMedicarePro provides comprehensive and customized Medicare planning and enrollment services for clientele nearing Medicare eligibility, or currently retired. 

Our approach differs significantly from the auto-generated quote comparison industry standard, because we firmly believe that each client’s health, lifestyle, prescription needs, and immediate and long-term financial goals should be taken into account before healthcare options are presented. 

As such, we are committed to providing white-glove service that caters to the unique needs of each client, and offer custom-tailored Medicare support, dedicated Medicare Concierge services, and unbiased Medicare advice at zero cost to the client, or to our referral partners.

Complimentary, Unbiased Medicare Advice

Independent, unaffiliated advisory services that prioritize the best interests of each client and assist in determining the most suitable Medicare plan(s) at the best value available.

Custom-tailored Medicare Support

Relationship-based Medicare guidance designed to address the unique needs of each client, complete with Personalized Coverage Proposals and detailed Annual Plan Reviews.

Dedicated Medicare Concierge Services

Dedicated Medicare Concierge Services

Assistance with every step of the Medicare planning, preparation, and enrollment process, as well as ongoing access to email, call, and text support for the lifetime duration of the plan.

I have introduced a handful of my retiree clients to the team at My Medicare Pro. They take a very complex situation and create a clear path to obtaining the optimal Medicare coverage. My clients are extremely appreciative of this service. I've even referred my parents to MMP!
– Kyle Cunningham, Northwestern Mutual

Discover why My Medicare Pro is trusted by leading Financial Planning firms across the nation.

A proactive and personalized approach to Medicare.

With healthcare being a primary financial concern in life’s golden years, we take our role of assisting our Partner Advisory firms’ clientele very seriously. 

By providing complimentary Medicare Concierge services and handling the entire transition to Medicare from start to finish, we ease client anxiety, and offer complete peace of mind during this important life event. 

Moreover, we keep our Financial Planning Partners looped in every step of the way. This open line of communication between you and your clientele ensures that any healthcare plan we present aligns with the financial plan you have prepared for your clientele, and that they are never solicited, or sold anything unnecessary.

Body-Borneman has partnered with My Medicare Pro over the last four years to provide a much needed resource to our 65+ aged clientele. While we are not experts on Medicare planning, it is something that our clients have shown much interest in learning about. MMP has filled this void by providing guidance and recommendations that align with the needs of our clients. We will continue to provide our clients with this service.
–Nick Nocero, CFO Body-Borneman Insurance, LLC
I just wanted to let you know that I appreciate you and your team. I would highly recommend the My Medicare Pro team to my clients. Everyone is responsive, dependable, and highly knowledgeable in all aspects of Medicare and Medicare supplement insurance. I have a great degree of confidence in your ability to guide clients with the appropriate insurance solutions. The feedback I get from the many clients that I have referred to you has been overwhelmingly positive which is a testament to you and your teams good work.
–Michael Clatterbuck, CFP®, ChFC Levy Wealth Management Group

Extend your clientele a helping hand with Medicare Planning.

It is our greatest honor to simplify the unnecessarily overcomplicated Medicare Planning process for our Partners’ clientele and offer custom-tailored Medicare support that aligns with each client’s healthcare needs, and financial goals. 

To discuss the complimentary Medicare services we can offer your clientele, please contact us.

The team at MMP has been a tremendous resource for my clients and I over these last few years. We refer our clients to My Medicare Pro to help them navigate the complex Medicare world. They help with everything from supplemental plan selection to ensuring clients are properly signed up. There is no cost to the client for their time & expertise as they are compensated by the insurance carriers. I can’t say enough good things about My Medicare Pro.
– Kevin Clark, CFP, AIF - Partner MC Capital Management