Expert Medicare Consulting—Without the Sales Pitch

 Not everyone has access to employer-sponsored retirement support. If you're approaching Medicare and feel overwhelmed, you're not alone—and you're not out of options.

Medicare Transition Partners™ offers private, flat-fee consulting for individuals and couples navigating Medicare without employer support. Whether you're a high-net-worth retiree, supporting aging parents, or simply unsure where to start—we’re here to help.

We do not sell insurance or earn commissions. This is a product-neutral, education-first service designed to give you clarity and confidence.

Private Client Consulting Includes:

• One-on-one Medicare planning tailored to your timeline and circumstances
   
• Guidance on enrollment timing, penalties, and coordination with existing benefits
   
• Support for unique scenarios: HSAs, expats, dual income households, and more
   
• Follow-up access for Q&A after your strategy session
   

This service is billed under Medicare Transition Partners™ as an independent consulting engagement—not through our brokerage arm, Lewin & Gavino.

Want to explore if private consulting is right for you?