David has been very helpful to me.

04/12/2026

David has been very helpful to me. He is thorough and does a great job of explaining the details surrounding Medicare. He strives to find the best fit and plan for his client. I highly recommend him. I recently met with David a second time so he could help me find a supplemental plan for Medicare. He was thorough in going over the plans. I had been concerned about my budget the first few months of retirement. David helped me to choose a plan that will give me a free gym membership and a debit card that can be used to pay for pickle ball and golf. We had a hard time finding a plan with my doctors in network. To compensate, David found a plan with low deductibles. I am less worried now about my budget.

Susan Grim