30320 Rancho Viejo Rd. Suite 16 San Juan Capistrano, CA 92675

(949) 351-2443

Medicare is complicated, understanding it shouldn't be


What my clients are telling me...

"Thank you Stephanie.  I enjoyed meeting with you yesterday as well.  I appreciate your thoroughness and knowledge as you helped me navigate my new health care plan options."- Nancy M.

" My insurance has been great with quick approval for referrals. We are happy with Jim's new M.D., thanks to you. We are so appreciative of your expertise. We don't know what we would have done without your guidance."- Tina B.

"You are a delight to deal with for our insurance needs.  Thank you." - Stu S.

"Thank you so much for your time and the information about my Medicare.  It was very informative and you know much more about this process than I ever want to know and am happy to have a trusted partner during this decision making period." - Kathy S.

" Thank you for the phone call.  We've never had such good care from an insurance rep.  I'm feeling a lot better about everything now.  So nice to have a contact for our questions." - Kathy A.

" You make all this health insurance stuff easier to understand and deal with.  Thanks for being so good at what you do."
-Keith A.

"Thank you Stephanie for your First Class Service" -Steve M.

"Hi Stephanie. Thank u so much for all the information. You made everything so easy for me and I really appreciate your help. It was a pleasure meeting u!"- Susie M.

"There are no words that could tell you how much we appreciate your amazing professional help.  No one could replace you or come close to your knowledge, experience or expertise!  Thank you ever soo much!" - Jann O.

"Good evening, I'm thrilled you've helped us jump one hurdle.  Thank you for your  hard work. I'm grateful." - Cindy S.


"Thank you so much for your help.  I would have been lost without you..." -Gina T.

"When I thought of all the things to be thankful for this Christmas...You were at the top of the list for saving me from drowning in Medicare ignorance.  Your knowledge, patience and great sense of humor actually made it fun!  I appreciate you so much!"- Shannon H.

"We so appreciate your time and we're thankful you're in our "corner"- Robin L.

"By the way we have sent you a couple of new clients and told them you can almost handle anything except walk on water.   We are so happy to have you watching our back!" - Robert R.

"Like I said Frank & I are SO grateful for all your professional knowledge.  Don’t know what we would have done without YOU!!! - Chris C.

"I was impressed how efficient, organized and knowledgeable you are. Thank you! You have a new client for life! - Anna J.

"I’m really happy and lucky to have you as my insurance broker. You are the easily the best. It was a pleasure meeting and talking to you. - Bob B.

"Thanks Stephanie. I really appreciate your caring attitude and outstanding service. - Valerie V.