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Medicare Consulting

Making the correct Medicare decisions is crucial for you and your loved ones. Let our advisors help you evaluate your options, select the right plan, handle the details and much more.

What We Do

Compare Plans

We’ll analyze all options with you based on your unique requirements and help you pick the plan you need.

Assist With Plan Purchasing

We represent the top insurance plans in Ohio, and our professionals know the ins and outs of each one.

Claims Assistance

We’re always available to help in filing and pursuing claims.

Plan Monitoring and Ongoing Consulting

Your needs may change over time; let us work with you to help ensure your Medicare plan continues working in your best interests.

Who We Are

Mike Trabert
Mike Trabert
CPA / CVA / CMAP / CEPA / CM&AA

Mike leads the firm's Value Acceleration / Exit Planning group as well as the firm’s Transaction Advisory Services group.

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Ken Haffey
Ken Haffey
CPA / CVA / CEPA / CGMA / CFP

Ken leads the firm's Advisory Services group. Ken has worked in the public accounting profession for nearly 30 years, including eight years with an international accounting firm in the audit and management consulting practice areas.

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