Personal Needs Assessment
At Senior Financial Group, our specialty is providing customizable coverage based on your individual needs. We are here to help you navigate your Medicare choices, including coverage options and all associated costs. This personal interaction allows you to rest assured that you have the right plan at the right price.
To compare all the plans for which you are eligible, we need to gather pertinent information. Here is what you will need to have ready for your personalized needs assessment:
- List of doctors and specialists, including preferred network
- List of medications and preferred pharmacy
- Income: to determine if you qualify for financial assistance and, when applicable, any available government programs for which you may be eligible.
There may be additional household specifics that we will ask to see if you qualify for extra help. For example, raising grandchildren may make you eligible for subsidies and assistance.
Our Specialty
You do not have to know everything about Medicare. That is our job. We are seasoned professionals who have been assisting Medicare beneficiaries and their families for more than 30 years.
Our services are free of charge, and whether you enroll in plan coverage on your own or with our assistance, plan pricing is the same.
There are no additional fees for our guidance, and we provide ongoing customer support long after we help you enroll. You can feel confident knowing we are a phone call away if you need assistance.
Give us a call at 865-777-0153 or 800-677-0153 to schedule an appointment or email us your questions.
Once you are ready to plan your transition to Medicare, reach out to an independent advisor at Senior Financial Group. Let us do the comparison shopping for you and walk you through the process. We work with a broad range of top-rated insurance companies so you can get the most value.