
We help you understand your Medicare options, compare coverage with confidence, and choose a plan that fits your doctors, prescriptions, and budget.
Medicare decisions can affect your coverage, costs, doctors, prescriptions, and overall retirement confidence.
Goldtree helps individuals approaching Medicare understand the key choices, review available options, and take the next step with clearer direction.

Understand Your Situation
We start by learning about your timing, current coverage, doctors, prescriptions, budget, and what matters most to you.

Review Available Options
We help you compare options that may fit your needs and explain the differences in plain language.

Help You Move Forward
When you are ready, we help coordinate the next step and remain available for future reviews as your needs change.

You want to understand enrollment timing, what steps may apply, and how to avoid unnecessary confusion.

You are leaving work or losing group coverage and need to understand how Medicare may fit into the transition.

You already have Medicare, but want to review whether your current coverage still fits your doctors, prescriptions, and needs.

Your doctors, medications, budget, or health situation has changed, and you want to take a closer look at your options.
Don't worry, we can help!
Medicare can feel complicated at first. Here are a few common questions people ask when they are turning 65, retiring, or reviewing their current coverage.
Many people start looking at Medicare several months before turning 65 or before losing employer coverage. Starting early can help you better understand your timeline, compare options, and avoid feeling rushed.
Yes. Doctors, prescriptions, pharmacies, coverage needs, and budget can all play an important role when reviewing Medicare options. That is why we take time to understand your situation before helping you compare what may fit.
It can be a good idea. Coverage, costs, prescription needs, provider networks, and personal health situations can change over time. An annual review can help you see whether your current coverage still fits your needs.
Retiring or losing group coverage can affect your Medicare timing and next steps. We can help you understand what information to review and how Medicare may fit into your transition.
A member of the Goldtree team will follow up to learn more about your situation, including your timing, current coverage, doctors, prescriptions, and main questions. From there, we can help you understand the next step.