Specialized education
Preparation focused on real healthcare planning decisions.
Clear guidance for important decisions
Healthcare decisions are complex.You don’t have to navigate them alone.
Get matched with a Certified Health Care Advisor™ who can help you understand Medicare, coverage, benefits, and costs - then move forward with confidence through retirement and family transitions.
- Available nationwide
- Virtual or in person, depending on the advisor
- You decide whether to move forward
Planning guidance only—not medical diagnosis or treatment advice.
Nationwide advisor
matching
A simpler first step
Tell us what you need. A matched advisor will contact you directly.
Active certification
Matches are limited to advisors with active CHCA status in good standing.
Personalized guidance
A planning conversation shaped around your needs—not generic advice.
What is a Certified Health Care Advisor™?
A trained guide for healthcare planning decisions
A Certified Health Care Advisor™ is a professional who has completed specialized education designed to help individuals and families make informed healthcare choices.
- Explains complex information in plain language
- Helps organize choices, costs, and next steps
- Provides guidance based on your situation
- Maintains active CHCA certification in good standing
Certification demonstrates preparation.
Specialized education, experience, assessment, and active status.
Guidance for real life
Support for you—and the people who count on you
Whether you are planning ahead, already retired, or helping someone you love, an advisor can bring structure to the decisions in front of you.
Planning ahead
Approaching Medicare or retirement
Prepare early, understand key timing, and connect healthcare decisions to your retirement plan.
Reviewing what you have
Already retired
Work through changing needs, prescription concerns, coverage questions, or rising costs.
Supporting someone you love
Helping a parent or family member
Bring structure and clarity to decisions you may be making together.
When an advisor can help
The decisions that are easier with a knowledgeable guide
You do not need to know exactly what to ask. Start with the concern, transition, or question that brought you here.
Medicare enrollment or changes
Understand timing, options, and the questions to ask before you choose.
Retirement healthcare planning
See how healthcare costs and coverage fit into your larger retirement picture.
Healthcare costs and IRMAA
Prepare for premiums, income-related adjustments, and out-of-pocket costs.
Leaving employer coverage
Coordinate the move from workplace benefits to your next source of coverage.
Prescription coverage
Review how your medications may affect coverage choices and planning decisions.
Helping a parent or loved one
Organize information and make informed decisions together as a family.
A transparent matching process
From your request to your first conversation
Three clear steps, with the planning scope and fee explained before you agree to work together.
Start my match request- 1
Tell us what you need
Share your state, meeting preference, contact details, and type of help.
- 2
We identify a match
We connect you with an advisor whose CHCA certification is active and in good standing.
- 3
Your advisor contacts you
The matched advisor reaches out directly to explain their approach and next steps.
Clear expectations about fees
Know the cost before you choose to move forward.
Advisors offer fee-based planning. Fees vary by planning service and are disclosed before you agree to work together.
Your first conversation should
clarifyThe planning scope, fee, and what happens next.
Common questions
Helpful details before you begin
What makes an advisor “certified”?
CHCA professionals complete specialized education, meet the program’s experience requirement, pass an assessment, and maintain active certification in good standing.
Can I meet virtually?
Yes. Matching is available nationwide. Meetings may be virtual, in person, or both, depending on the advisor.
What will the advisor charge?
Planning fees vary by service. Your advisor will disclose the fee and scope before you agree to work together.
Your next step
You do not have to figure it out alone.
Tell us what kind of help you need. We’ll use your preferences to connect you with a Certified Health Care Advisor™.