Medicare Planning & Retirement Solutions

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Medicare Planning & Retirement Solutions Helping local seniors confidently navigate Medicare. Call us today to find the plan that’s right for you.

We offer no-cost, no-obligation consultations, personalized plan comparisons, and in-person support so you can feel confident in your coverage. Welcome to Medicare Planning of California, your trusted local, family-owned Medicare health insurance experts. Whether you're navigating Medicare options, Medicare Advantage, Medicare Supplement, Part D, Medi-Medi, Medi-Cal, seeking comprehensive family health plans, or exploring Covered California for individuals under 65, we're here to guide you. With personalized service and a commitment to simplifying healthcare decisions, we tailor solutions to meet your unique needs. Partnering with top insurance providers, we offer competitive rates and comprehensive coverage options. Contact us today for expert guidance and peace of mind in your healthcare journey."

Uncle Sam may have a seat at your retirement table — but he doesn’t have to get the biggest serving.How you take income ...
10/07/2026

Uncle Sam may have a seat at your retirement table — but he doesn’t have to get the biggest serving.

How you take income from IRAs, 401(k)s and other retirement accounts can affect taxes, Social Security and even Medicare premiums.

A good retirement strategy should focus on more than income. It should also focus on what you get to keep.

📞 888-668-5699
🌐 medicareplanningofca.com

⚠️ YOUR BIGGEST RETIREMENT RISK MAY NOT BE THE STOCK MARKET.It may be outliving your money.Imagine retiring with a healt...
09/30/2026

⚠️ YOUR BIGGEST RETIREMENT RISK MAY NOT BE THE STOCK MARKET.

It may be outliving your money.

Imagine retiring with a healthy nest egg…

Then experiencing:

📉 A major market decline
💸 Years of withdrawals
📈 Inflation
🏥 Unexpected expenses
⏳ A retirement lasting 30 years or longer

Suddenly, “I think we have enough” doesn’t feel like much of a retirement strategy.

We help couples look beyond account balances and ask the question that really matters:

🔥 “How do we make our money last for the rest of BOTH of our lives?”

Your retirement income deserves a strategy.

Schedule a no-cost retirement consultation with Rick & Cristina.

🌐 medicareplanningofca.com

2027 Medicare Advantage Plans Are Almost Here! 🇺🇸Beginning October 1st, we can start reviewing and comparing 2027 Medica...
09/28/2026

2027 Medicare Advantage Plans Are Almost Here! 🇺🇸
Beginning October 1st, we can start reviewing and comparing 2027 Medicare Advantage plan options.
Medicare plans can change from year to year — including premiums, copays, provider networks, prescription coverage, benefits and even whether a plan continues to be offered in your area.
That means the plan that worked well for you in 2026 may not be your best option for 2027.
📅 October 1: 2027 plan information becomes available for review
📅 October 15 – December 7: Medicare Annual Enrollment Period
Don’t wait until the last minute. We can review your current coverage, medications, doctors and priorities to help you understand your options for 2027.
📞 888-668-5699
📧 [email protected]
🌐 www.medicareplanningofca.com
Rick & Cristina
Medicare Planning & Retirement Solutions
CA Lic. | CA Lic. #4266022
Hashtags:

2027 Medicare Advantage Plans Are Almost Here!Beginning October 1st, we can start reviewing and comparing 2027 Medicare ...
09/28/2026

2027 Medicare Advantage Plans Are Almost Here!
Beginning October 1st, we can start reviewing and comparing 2027 Medicare Advantage plan options.
Medicare plans can change from year to year — including premiums, copays, provider networks, prescription coverage, benefits and even whether a plan continues to be offered in your area.
That means the plan that worked well for you in 2026 may not be your best option for 2027.
📅 October 1: 2027 plan information becomes available for review
📅 October 15 – December 7: Medicare Annual Enrollment Period
Don’t wait until the last minute. We can review your current coverage, medications, doctors and priorities to help you understand your options for 2027.
📞 888-668-5699
📧 [email protected]
🌐 www.medicareplanningofca.com
Rick & Cristina
Medicare Planning & Retirement Solutions
CA Lic. | CA Lic. #4266022
Hashtags:

⏳ Retirement will be here sooner than you think. Are you ready?The financial decisions you make during your working year...
09/24/2026

⏳ Retirement will be here sooner than you think. Are you ready?

The financial decisions you make during your working years can have a major impact on the lifestyle you’re able to enjoy in retirement. 💼➡️🌴

Now is the time to:
✅ Build your savings
✅ Protect what you’ve worked hard for
✅ Create a strategy for reliable retirement income
✅ Prepare for healthcare and long-term costs
✅ Coordinate your retirement goals with your Medicare planning

🚨 Waiting too long to plan could leave you unprepared for the future.
A smart strategy today can help you move into retirement with more confidence, clarity, and peace of mind. 🙌

At Medicare Planning & Retirement Solutions, we help individuals and couples take a bigger-picture approach to retirement planning. 📘

📞 Have questions about your retirement future? Let’s talk.
🤝 We’re here to help you prepare for the years ahead.

Rick & Cristina
Medicare Planning & Retirement Solutions
🌐 www.medicareplanningofca.com

⭐ Another 5-Star Client Review! ⭐We’re always grateful when a client takes the time to share their experience.Brigitte r...
09/23/2026

⭐ Another 5-Star Client Review! ⭐

We’re always grateful when a client takes the time to share their experience.

Brigitte recently worked with Cristina while choosing a new Medicare Supplement plan, and her words say it all:

“Cristina is like an angel who comes to guide you when you start a new Medicare supplement plan… she’s very knowledgeable… I highly recommend her.”

Medicare decisions can feel overwhelming, especially when you’re trying to compare coverage and understand which direction makes the most sense. Our goal is to make the process easier to understand, answer your questions, and help you feel confident about your decision.

If you’re approaching Medicare, changing coverage, or simply want a second opinion, give us a call. We’re here to help.

📞 888-668-5699



www.medicareplanningofca.com

🚨 MEDICARE ANNUAL ENROLLMENT IS ALMOST HERE!Did you know Medicare gives you the opportunity each year to review and make...
09/21/2026

🚨 MEDICARE ANNUAL ENROLLMENT IS ALMOST HERE!

Did you know Medicare gives you the opportunity each year to review and make changes to your coverage?

From October 15 through December 7, you may be able to:

✅ Change your Medicare Advantage plan
✅ Switch from Original Medicare to Medicare Advantage
✅ Leave Medicare Advantage and return to Original Medicare
✅ Join or drop Medicare drug coverage
✅ Your Medicare Advantage Plan is dropped in your area; enroll in a new plan.

But here's the important part:

⚠️ Your current plan may not be the same next year.

Premiums, copays, deductibles, prescription drug coverage, provider networks, pharmacy networks and other plan benefits can change from one year to the next.

That’s why we believe your Medicare coverage should be reviewed every year—not just when there’s a problem.

📞 Call Rick & Cristina for a no-cost Medicare plan review.

888-668-5699



MedicarePlanningOfCalifornia.com

Running out of money isn’t the only retirement risk.Running out of income is the bigger concern.Retirement income may ne...
09/17/2026

Running out of money isn’t the only retirement risk.

Running out of income is the bigger concern.

Retirement income may need to last 20, 25 or even 30 years—and several factors can affect how long available resources last:

⏳ A longer-than-expected retirement
📈 Rising living costs and inflation
📉 Market losses while withdrawals are being taken

This is known as longevity risk: the possibility of outliving retirement resources.

Retirement planning should consider not only how money grows, but also how income will continue throughout retirement.

For educational purposes only. Individual circumstances will vary.

Sometimes the biggest thing people need isn’t just a Medicare plan — it’s peace of mind.Scott’s story is a reminder that...
09/16/2026

Sometimes the biggest thing people need isn’t just a Medicare plan — it’s peace of mind.

Scott’s story is a reminder that Medicare decisions can feel overwhelming, especially when life is already stressful. That’s why we take the time to listen, explain the options clearly, and help our clients feel confident about the path they choose.

We’re incredibly thankful for Scott’s trust and kind words. Reviews like this mean so much to us because helping people feel supported, informed, and cared for is exactly why we do what we do.

If you or someone you know feels confused about Medicare, turning 65, losing coverage, or wondering whether their current plan is still the right fit, we’re here to help.

Rick & Cristina



www.medicareplanningofcalifornia.com

If you want, I can also make this:

⚠️ Your Medicare Plan Can Change Every Year — Even If You Do Nothing.Premiums, copays, prescription drug coverage, provi...
09/14/2026

⚠️ Your Medicare Plan Can Change Every Year — Even If You Do Nothing.

Premiums, copays, prescription drug coverage, provider networks, benefits, and even whether a plan is offered in your area can change from one year to the next.

That’s why we recommend reviewing your Medicare coverage every year before AEP.

A plan that worked great for you in 2026 may not necessarily be your best option for 2027.

✅ Are your doctors still in-network?
✅ Are your prescriptions still covered?
✅ Have your copays or benefits changed?
✅ Is your current plan still available?
✅ Is there another option that better fits your needs?

Rick & Cristina can review your current coverage and help you understand your 2027 options.

📞 888-668-5699
🌐 MedicarePlanningOfCalifornia.com

Rick & Cristina
CA Lic. 0L31657 | 4266022

Address

30 Fallbrook Avenue Newbury Park CA US
Thousand Oaks, CA
91320

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+18053879899

Website

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