Maximize Your Benefits for a Brighter Future

Our fees vary depending on the services needed. Many employer services are billed to the organization at no cost to employees. Individual consultations often start with a free initial assessment, with transparent pricing for any follow-up services. Some government program navigation services may even be free depending on your circumstances.

We maintain relationships with various government agencies to stay current on program requirements and changes. While we're not government employees, we're authorized to help individuals navigate applications and appeals processes for programs like Medicare, Social Security, and veterans benefits.

For most consultations, it's helpful to have: current benefit statements, recent pay stubs, tax returns (if discussing retirement), a list of current expenses, and any correspondence from benefit providers. Don't worry if you're missing some items—we can help identify what's needed as we go.

Initial assessments usually take 60-90 minutes. Implementation timelines vary: simple benefit optimizations might be completed in a week, while complex retirement planning or government program applications could take several months. We'll provide a clear timeline after understanding your specific situation.