Coastal Georgia and the South Carolina Lowcountry, plus 9 further states by phone or video.

Pick a slot

Book a time with an advisor

Free, unhurried, and yours to cancel. Tell us roughly when suits and an advisor confirms the exact time the same business day.

  • Our help costs you nothing. We are paid by the carrier you choose, and your premium is the same whether you enrol with us or on your own.
  • Appointments in English, Spanish and Portuguese.
  • Saturday slots from 1 October to 7 December.
  • Office hours
  • Mon – Thu8:30 am – 6:00 pm
  • Friday8:30 am – 4:00 pm
  • Sat (Oct 1 – Dec 7)9:00 am – 1:00 pm
  • SundayClosed

Appointment types

What would you like to book?


First conversation

Twenty minutes, no paperwork. What is going on, what your options look like and whether we can help at all.

Full plan review

About an hour. Doctors, medication list, budget and timing, then a shortlist you can read.

Annual check-in

Thirty minutes each autumn. What changed in your plan's notice letter, and whether it still fits.

Business benefits

Ninety minutes with your census in hand, ideally ninety days before the renewal date.

Where

Four places we can meet


At our office

418 Bay Laurel Street, Suite 210, Savannah. Parking behind the building, step-free entrance.

At your kitchen table

Across coastal Georgia and the South Carolina Lowcountry, including evenings during the autumn.

By video

A plain link, no app to install, in any of the eleven states we are licensed in.

By phone

Often the fastest option for a short question, and the only one that needs no preparation.

Request a time

Tell us when suits

Give us a date and a rough window. We will confirm by email or text, usually within the hour during business hours, and always the same business day.

Demonstration form — nothing is stored, sent or shared, and no appointment is created.

Your appointment

Please complete “First name”.

Please complete “Last name”.

Please complete “Email address”.

Please complete “Phone number”.

Please complete “Preferred date”.

Please complete “Preferred window”.

Please complete “Where would you like to meet?”.

Please complete “What is it about?”.

Please complete “Anyone in particular?”.

Please complete “Anything we should have ready?”.

Please complete “I agree to be contacted about this request.”.

Thank you — your request is in.On the live site an advisor would confirm the exact time the same business day. This demonstration form sends nothing.

Rather not fill in a form?

Call the office and ask for a time. If the advisor you want is with a client, whoever answers can still book you in.

  • No cost to you
  • Walk-ins weekday mornings
  • English · Spanish · Portuguese

Visit us

418 Bay Laurel Street, Suite 210, Savannah, GA 31401

(912) 555-0148

Mon – Thu 8:30 am – 6:00 pm

How would you like to reach us?

Our help costs you nothing. No hold music, no phone tree.

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