David Edge, Senior Advisor at American Retirement AdvisorsAmerican Retirement Advisors

David Edge

Senior Advisor

David is living the same chapter you are. He made the Medicare decision and the income plan for his own household, and he does it for clients every day.

Decades of financial leadership, then a second career walking people through Medicare and the money decisions around it. Healthcare is one piece. He plans the whole picture, because he has been there, and he is doing it now.

Book a Discovery Day with DavidCall the officeSave contact

Scottsdale office · (602) 281-3898

My job is not to sell you anything. My job is to help you understand how this whole thing works.David
Why people call David

Sound familiar?

  • You are retiring, and the paycheck stops before the bills do.
  • You know what you have. You do not know what it means for the next 25 years.
  • You are in your first six months on Part B, and nobody told you it is the one window where any supplement will take you with no health questions.
  • Your supplement premium goes up every birthday and you have never compared it to anyone else's.
  • A renewal letter arrived and you are not sure what changed.

David has sat on your side of this table. He knows which decisions feel big and which ones actually are, because he has made them himself, and he is still making them.

The guide, not the salesman

What it is like to sit with David

  • He plans healthcare and income together, because a Medicare choice changes the income math, and the income plan changes which Medicare choice makes sense.
  • Decades of financial leadership before he ever sat across from a client. He reads a statement the way most people read a menu.
  • He shows you every company's price for the same standardized plan, side by side. The letter is federal. The logo is not the plan.
  • He listens for the money question behind the Medicare question. Survivor benefits, Social Security timing, income. Then he helps with that too.
  • Been there, doing it now. Once a year, a review, because the plans change every single year and so does life.
Living itThe same chapter as his clients
DecadesOf financial leadership before advising
HundredsOf client reviews name him
Whole pictureHealthcare and income, planned together
Plan GSame plan everywhere. He finds the price.
Every yearA plan review, not a renewal letter
How it works

Three steps. Then you decide.

Book a Discovery DayOffice or Zoom, about an hour. Call, or request a time right here.
Bring your card, your statements, and your questionsDavid shows you what you have, what it costs, what the same coverage costs elsewhere, and what it means for your income.
Leave understanding your whole pictureDiscovery Day, not decision day. Decide when you are ready.
Book a Discovery Day with David

or call the office and ask for David

Request a time

Your Discovery Day with David

Takes about a minute. Adam from our office calls you back to set the time, in the Scottsdale office or on Zoom, whichever you prefer.

  • About an hour with David.
  • Bring whatever is keeping you up at night. That is the agenda.
  • Discovery Day, not decision day. You decide when you are ready.

Rather talk now? (602) 281-3898

Request your Discovery Day

We will call you to set the time.

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Usually within one business day, to set up your Discovery Day with David. Would you rather pick a time yourself right now?

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What clients say

Hundreds of client reviews name David. Here is what they say.

★★★★★

David always listens and utilizes his knowledge to help you make the most of your resources. This visit he facilitated my having a conversation with SSA regarding the possibility of a survivor's benefit. As a result my overall retirement income picture has improved.

Kim B. · client
★★★★★

We have been having David help us with our Medicare for about ten years now and we can always count on him. He's always there for us.

Carlyle G. · client
★★★★★

It's always helpful when the complicated language in the Medicare system is explained in a way that I assume 99% of people can understand. But more important, if you don't understand, David will take the time to explain until you do.

Donald R. · client
★★★★★

Very patient in explaining all choices and answering all my questions. Very thorough in looking up my doctors to make sure they were on the plan I chose. Took as much time as was needed, did not make me feel rushed.

Carol B. · client
★★★★★

David showed a real interest in getting things correct, he was willing to change things up when I needed to. I like the personal touch, checking in with me regarding my plan each year. David made an overwhelming situation easy to understand!

Deborah R. · client
★★★★★

Meeting with David is like getting together with an old friend. He not only does a great job at getting us the best value for our medical care but makes it interesting and fun.

William G. · client

Real reviews from real clients, shown as written except for length. Reviewer names are first name and last initial. Nobody is paid for a review.

Watch David

Watch the ARA team before you meet David

Plain-English videos on Medicare, retirement income, and inheritance from the whole American Retirement Advisors team. New videos most days.

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American Retirement Advisors · @AmericanRetire

In David’s words

Things David says in almost every meeting

Your first six months on Part B is the one time you can pick any Medigap plan with no health questions. Don't waste it.David
Don't take Social Security early if you're still working full-time.David
It ain't the brand. It's the plan.David
You're messing with people's medical coverage. Make sure it's right.David
What David is known for

Where David spends his days

Financial planning with healthcare built inMedicare, income, and what comes next, planned as one picture, by someone doing it for his own family right now.Learn more →Medicare Supplement plansThe letter is federal, the logo is not the plan. David helps you pay for coverage, not for a brand.Learn more →Retirement incomeA financial operator's eye on where the paycheck comes from once the job stops.Learn more →
Where this goes

A year from now

You pay for the coverage you actually use, at the price the market actually charges. Your income plan and your healthcare plan agree with each other. And when a letter shows up, you already know what it means, because the person who set it up is living it too.

Book a Discovery Day with David(602) 281-3898
Where to find David

Scottsdale office

American Retirement Advisors

8501 E Princess Dr, Suite 210
Scottsdale, AZ 85255

(602) 281-3898

Monday to Friday, 8 AM to 5 PM Arizona time

Call the office and ask for David, or request a time right here on this page and we will call you to set it up. Office or Zoom, your choice.

Book a Discovery Day(602) 281-3898