We Will Guide You Every Step
We will answer every question until it is crystal clear. For some, that can be just a couple of questions. For others, it can be many. It will not matter to us, we will only be satisfied when you are comfortable with your options, and then your selection.
After you apply, we’ll make sure everything is in place. If anything unexpected occurs, then your first call is to us, and we will assist in navigating you.
We will not call, we will not share your private information with any other party, for any reason (unless required by regulatory authorities, which has never occurred).
What you will get
Share your struggles
I’ll get to know your priorities, I will have full command of the options and timelines that fit your situation.
Give you options
It can take an hour, it can take 10 hours, doesn’t matter.
You can ask me anything, and I will let you know if you should’ve asked me something that you have missed.
Guide you to the finish line
After enrollment, you can also continue to ask anything, and we can revisit the options so that you get the most for your money.
Jae Oh MBA CFP
I am a Certified Financial Planner, Chartered Life Underwriter, Charter Financial Consultant and have spent many years on three continents in global financial markets.
I am the author of Maximize Your Medicare (Allworth Press) nationally recognized Medicare export, and marty have seen my presentations and received my expert counsel. Some of those groups include the State Bar of Michigan, thestreet.com, the Aliance for Lifetime Income, and modicaror sources.org
Here’s ample of the comments we receive We will do the same for you.
"Professionally, i advise clients about their rights under the various medicare programs. even with all of this knowledge and experience, when it came time to straighten out coverages for my mother, i thankfully turned to jae. his practical expertise understanding the system and how to effectively navigate it is unparalleled.”
SANFORD J. MALL, JD, CELA, CAP
VA ACCREDITED ATTORNEY
*CERTIFIED AS AN ELDER LAW ATTORNEY
BY THE NATIONAL ELDER LAW FOUNDATION
MEMBER OF COUNCIL OF ADVANCED PRACTITIONERS
NATIONAL ACADEMY OF ELDER LAW ATTORNEYS