★★★★★
Your staff (Kyle this time) did a great job clearing up a problem that came up when our PCP no longer took our current Medicare insurance. Kyle quickly got us switched to a comparable plan and my wife and I were all set.
American Retirement AdvisorsKyle Jacobs
Senior Advisor · Certified Medicare Planner®
Medicare has two right answers and a hundred wrong ones. Kyle finds yours, then builds the rest of your retirement around it.
Certified Medicare Planner®, trained in retirement income planning, and the reason hundreds of families walked into retirement ready. He teaches the 123EasyMedicare workshops, then sits with you to plan the whole picture: healthcare, income, and what comes next.
Scottsdale office · (602) 281-3898
Medicare gives you the ability to retire whenever you want. Health insurance stops being the reason to keep working.Kyle
Why people call Kyle
Sound familiar?
- You turn 65 this year and the stack of mail on the counter is taller than the phone book used to be.
- Your employer plan ends when you retire, and nobody has told you what happens in the gap.
- You are ready to retire on paper. Nobody has shown you what it looks like month to month.
- Your doctor's office says they take your plan. Your bill says otherwise.
- You are selling the family home and nobody has explained what that does to your retirement.
Kyle has watched this transition hundreds of times. He knows exactly where it goes wrong, and he gets you ready before it does. Healthcare first, then the income that pays for it, then everything else.
The guide, not the salesman
What it is like to sit with Kyle
- He plans the healthcare decision inside the bigger picture: what Medicare will cost you, what income covers it, and what that leaves for the life you actually want.
- He verifies your doctors with the doctor's office, not the mailer. The office often does not know which plans it takes. Kyle checks.
- Advantage versus a supplement on one page: what each costs you when you use it, not just the premium.
- No plan is sold as best. You see the trade-off and you choose how you want to run your healthcare.
- He has seen it, trained for it, and readied hundreds of families for it. Every year, a review, because retirement is not set it and forget it.
CMP®Certified Medicare Planner®
HundredsOf families readied for retirement
5 starsIn hundreds of client reviews
Whole pictureHealthcare and income, planned together
HostMedicare Made 123Easy workshops
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 doctors, your prescriptions, and your retirement dateKyle runs the healthcare piece against every plan that fits, then shows you what the rest of the picture looks like.
Leave knowing your plan, your date, and what comes nextDiscovery Day, not decision day. Decide when you are ready.
Book a Discovery Day with Kyle
or call the office and ask for Kyle
Request a time
Your Discovery Day with Kyle
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 Kyle.
- 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.
Got it. Adam will call you.
Usually within one business day, to set up your Discovery Day with Kyle. Would you rather pick a time yourself right now?
Choose a time on the calendarWhat clients say
Hundreds of client reviews name Kyle. Here is what they say.
★★★★★
Kyle is very knowledgeable and listens attentively. He makes appropriate recommendations and is not a hard-sell agent. We've worked with him for several years and are very comfortable with his recommendations and approach.
★★★★★
Kyle was very patient answering our many, many questions. He showed an outstanding amount of knowledge regarding Medicare. And he also didn't try to sway us either way regarding our decision to go with Medicare or stay with our employer insurance.
★★★★★
Kyle patiently answered all of my questions and then proceeded to recap our entire conversation in a follow up email with explicit instructions to follow. It was amazing and I feel much more confident.
★★★★★
Thoroughly explained all aspects of various Medicare programs, clearing up our confusion about regular Medicare and Medicare Advantage programs. Was extremely patient with us. Earned our trust.
★★★★★
It is so stressful trying to navigate Medicare on your own. Kyle broke everything down in a way I could understand and simplified the sign up process. He even took the time to speak with my husband, and found a better plan for him.
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 Kyle
Watch Kyle explain it before you meet him
Short, plain-English Medicare explainers, new most days. If you have a Medicare question, there is a good chance Kyle has already answered it here.
Subscribe on YouTubeSee the workshop schedule123EasyMedicare · @123EasyMedicare
In Kyle’s words
Things Kyle says in almost every meeting
Getting your Medicare and retiring are two very different things.Kyle
In retirement planning, everybody's great with the upside. The plan is for the downside.Kyle
We only care about three things: which plan has your doctors, which hospitals you can go to, and what your prescriptions will cost.Kyle
Keep some money in the market, some in annuities, and some in the bank.Kyle
A dental discount is not dental insurance.Kyle
Insurance is not set it and forget it. The people who get burned every year are the ones who thought it was.Kyle
What Kyle is known for
Where Kyle spends his days
Financial planning with healthcare built inMedicare, income, and what comes next as one picture. Kyle has trained for it and walked hundreds of families through it.Learn more →Medicare Supplement and AdvantageWhich plan has your doctors, which hospitals you can use, and what your prescriptions will cost. Then you choose.Learn more →Selling the family homeThe fourth color of money: what a home sale means for your retirement income before you list it.Learn more →Medicare Made 123Easy workshopsKyle hosts the 123EasyMedicare workshop series in the Valley.Learn more →
Where this goes
A year from now
You know why you are on the plan you are on, your doctors are in it, and nothing on the bill surprises you. And the rest of your retirement is planned around that decision, not surprised by it.
Where to find Kyle
Scottsdale office
American Retirement Advisors
8501 E Princess Dr, Suite 210
Scottsdale, AZ 85255
Monday to Friday, 8 AM to 5 PM Arizona time
Call the office and ask for Kyle, 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