Nurturing wealth so you can live a longer, better life in retirement

Medicare Guidance and Monitoring

As a Hulling  Wealth Management  client,  you  have  complimentary  unlimited  access to  a  dedicated licensed agent  from HealthPlanOne who can not  only help you  enroll   in Medicare, but give you ongoing support by reviewing any changes in health needs, prescription needs, or a change to where you live to make sure you have the best and most cost effective plan.


The experienced and licensed agents at HealthPlanOne work with thousands of Medicare- eligible consumers each year to help them understand and navigate the world of Medicare. These agents can help you decide the best plans for you and offer insight into:

  • Medicare Parts A & B – Managed by the federal government, Medicare Part A and Medicare Part B provide eligible individuals coverage for and access to doctors, hospitals or other healthcare providers who accept
  • Medicare Advantage plans – Enrollees in Medicare Advantage plans generally have low or even $0 monthly premiums and include prescription drug coverage, but may have copayments for doctor and hospital visits and require members to use in- network providers and referrals to
  • Medicare supplement plans – While these plans generally have higher monthly premiums than Medicare Advantage plans, they generally have low to no copayments for visits to an open network of providers or
  • Ongoing support as Medicare needs change over time to  ensure appropriate coverage and cost structures for your preferred

Choosing a Medicare plan can be complex and confusing,  and choosing  the  wrong  plan can have a significant impact on  your  healthcare  costs.  HealthPlanOne,  which has licensed agents in every state and has access to over 8,000 plans, is an unbiased service to help  you choose  a  plan  that  aligns  with  your  health  and  financial  needs. It has sold over 200,000 policies since 2006 and represents every major insurance carrier, including Humana, United Healthcare, Aetna and many Blue Cross plans. If you’re interested in choosing a Medicare plan or reevaluating your current plan, they’ll  use their vast resources to find a plan for you.

Raymond James is not affiliated with Everplans, PinnacleCare, Broadspire Care Management, HealthPlanOne or EverSafe. Raymond James & Associates, Inc., receives a one- time referral fee from HealthPlanOne for each Medicare Advantage and Medicare Supplement application submitted. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James does not provide tax advice. Please discuss these matters with your tax professional.