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Conversation.
No obligation. No pressure. Pick the method that works for you — call, email, or fill out the form below and our team will reach out within one business day.
Weekly Availability
Find a Time That Fits.
Green pills mark Sean's typical weekly windows. Tap any window to pick your exact time on the booking page.
We do not offer every plan available in your area. Currently we represent 15 organizations which offer 114 products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Counts shown are for San Diego County, 2027. Organizations and plans vary by county and state; we are licensed in additional states, so ask us for the count where you live. For life, dental and other non-Medicare coverage we work with additional carriers not included in these numbers.
All times Pacific (America/Los_Angeles). This calendar shows recurring weekly windows — exact open slots are confirmed live on the booking page.
Alignment Call
A quick introduction — your goals, your questions, and whether we're the right fit. No paperwork, no pressure.
Book an alignment call →Life Coverage
A full working session on your coverage picture — life insurance, final expense, and where the gaps are.
Book a life coverage session →Estate Session
A deeper dive into the insurance side of your estate plan — beneficiaries, trusts, liquidity, and legacy instructions.
Book an estate session →Medicare Review
Enrollment timing, drug coverage, and a side-by-side look at the best fit between MA, MAPD, and Med Supp, including Special Needs Plans and Medi-Medi (Medicare plus Medicaid).
Book a Medicare review →Book Online
Schedule a Free Call →Choose a time that works for you. 30-minute consultations available 6 days a week.
Office
3186 Vista Way, Suite 312
Oceanside, CA 92056
In-person meetings available by appointment.
Serving San Diego, Orange & Riverside Counties.
Also licensed across the West Coast, plus HI, TX, FL, NC, PA, and GA.
Send a message
Tell us a bit about what you're looking for and we'll reach out to schedule a conversation.