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About US

Senior Benefits Boston, LLC

 

 

I founded Senior Benefits Boston in 2016 to help clients navigate the often confusing world of Medicare, Social Security, and Long-Term Care. My approach is simple: cut through the noise so you can make confident, informed decisions.

 

As you approach your mid-60s, I help in 3 key areas:

  • Medicare – when, how, and what

  • Social Security – when and how

  • Long-Term Care – who and how

I started assisting clients with Medicare after a colleague asked me to handle his overflow. Reluctant at first, I quickly discovered that people genuinely needed guidance—and were eager to reach out! This realization became my “aha” moment and the foundation of my practice.

 

Over the years, I’ve built a strong reputation north of Boston, conducting workshops at libraries, community centers, and online. When COVID-19 forced a shift to remote work, I adapted my practice to serve clients virtually, without compromising the personal attention and expertise they expect.

 

Today, I proudly represent clients in 26 states, collaborating with individuals, professional advisors, and employers nationwide to maximize coverage, reduce costs, and provide peace of mind.

 

To better serve my clients, I earned the RSSA (Registered Social Security Analyst) certification and FSCP (Financial Services Certified Professional) designation.

 

I live north of Boston with my wife, our three adult children, and a cat. You might catch me recording my morning podcast, “Medicare Missives from the Pond.” I look forward to helping you navigate Medicare and related benefits with confidence.