Acting as a trusted partner to Financial Planning firms nationwide, The Elfand Group provides comprehensive Medicare Planning and Enrollment Services.
Operating as fiduciaries, and acting as a trusted partner to Financial Planning firms across the nation, The Elfand Group provides comprehensive and customized Medicare planning and enrollment services for clientele nearing Medicare eligibility, or currently retired.
Our approach differs significantly from the auto-generated quote comparison industry standard, because we firmly believe that each client’s health, lifestyle, prescription needs, and immediate and long-term financial goals should be taken into account before healthcare options are presented.
As such, we are committed to providing white-glove service that caters to the unique needs of each client, and offer custom-tailored Medicare support, dedicated Medicare Concierge services, and unbiased Medicare advice at zero cost to the client, or to our referral partners.
It is our greatest honor to simplify the unnecessarily overcomplicated Medicare Planning process for our Partners’ clientele and offer custom-tailored Medicare support that aligns with each client’s healthcare needs, and financial goals.
With healthcare being a primary financial concern in life’s golden years, we take our role of assisting our Partner Advisory firms’ clientele very seriously.
By providing complimentary Medicare Concierge services and handling the entire transition into Medicare from start to finish, we ease client anxiety, and offer complete peace of mind during this important life event.
Moreover, we keep our Financial Planning Partners looped in every step of the way. This open line of communication between you and your clientele ensures that any healthcare plan we present aligns with the financial plan you have prepared for your clientele, and that they are never solicited, or sold anything unnecessary.
It is our greatest honor to simplify the unnecessarily overcomplicated Medicare Planning process for our Partners’ clientele and offer custom-tailored Medicare support that aligns with each client’s healthcare needs, and financial goals.
To discuss the complimentary Medicare services we can offer your clientele, please contact us.