Providing You with Solutions.
Medicare Plan Advisory, Charlie’s focus is to educate clients on the details of Medicare Supplements, Medicare Advantage, and Medicare Prescription plans. With the many choices available, Charlie brings his expertise to the process giving his clients the knowledge they need to make the best choice the first time. As a fully licensed insurance professional and independent advisor, he provides tailored strategies and education for his client’s financial and healthcare needs. He has been in the insurance industry for over 15 years, working for MetLife and other independent agencies.
Charlie takes the time to clearly understand your personal needs, objectives, and financial background. Then he can recommend a solution to address your needs with integrity and carry out his fiduciary responsibility. Charlie brings order to your healthcare position by comprehensive consideration of the many variables involved.
Most importantly, he inspires his clients to feel comfortable and confident about their healthcare decisions. Together, he provides a comprehensive view of their healthcare life, including needs for Medicare plans, life insurance, disability insurance, long-term care insurance, dental insurance, and other ancillary services.
He has been active in Norwalk community services for over 25 years, most notably as Police Commissioner for the Norwalk Police Department. As a volunteer, Charlie has served for many non-profit local organizations, such as Norwalk Rotary International, Norwalk High School Alumni Association, and Courage To Speak.
Charlie is a graduate of the University of Connecticut, BS Business Administration and Sacred Heart University, MBA Business Administration. He lives in Norwalk with his wife, has two adult children and 7 grandchildren.
Whether this is your first initial enrollment in Medicare or you are looking at renewals, we navigate the maze for you so you have peace of mind that you have made the right decision the first time. Minimize costs…our services are free of cost to you… insurance companies pay us. Manage that change to prevent future financial devastation. Don’t leave it to chance. Find your customized, personal solution through Medicare Plan Advisory.
Working through Medicare Plan Advisory provides you with the following features:
Proposals and Plan Choice
NO FEE SERVICES
Year Round Service
Annual Plan Audits