Making Medicare easy for retirees AND their financial advisors

DESIGN MY MEDICARE®

CREATOR OF THE
MEDICARE EXECUTION PROCESS®

Integrate Medicare into your Financial Plan

We guide clients through the complexities of Medicare planning

I’m a Medicare Client

We Work with Financial Advisors

Medicare Planning is the most overlooked part of the financial planning process. See how we help your clients.

I’m a Financial Advisor

What we do

Personalized Medicare Guidance

Tailored advice to help you understand your Medicare options and make choices that fit your unique needs

Collaboration with Financial Advisors

Working closely with your financial advisor to integrate Medicare planning into your overall financial plan

Educational Resources

Providing tools and information to empower you in navigating Medicare with confidence

Who we serve

Individuals Approaching Medicare Eligibility

Assisting those near age 65 to transition into Medicare

Retirees

Helping retirees evaluate and adjust their Medicare plans to suit their evolving healthcare needs

Financial Advisors

Partnering with advisors to enhance their service offerings and support their client’s Medicare planning

Brian McArthur

Founder of Design My Medicare_®
Creator of The Medicare Execution Process_®

from individuals to Financial Advisors:
a medicare expert for both

Brian McArthur is the only financial advisor-facing content expert on Medicare who has actually enrolled over 2,000 high-net-worth clients of financial advisors into Medicare. Brian likely enrolls more clients of financial advisors into Medicare than anyone else in the United States on an annual basis. He has REAL experience to call upon from interacting with clients ranging from $1M -$100MM net worth.

If you’d like to learn what Brian has observed in over 2,000 interactions with clients of financial advisors, and how to train teams of financial advisors or wholesalers to demonstrate leadership regarding Medicare, contact Ro Morrison and Associates.

The 3 most common times we meet clients for the first time are:

Age 64
Age 65+ still working and about to retire
When your financial advisor suggests an annual review

The Medicare Execution Process_® is designed to not only educate you, but to help you execute on your best options.

And if you do have a Financial Advisor, you can report those results back to them. Quick. Easy. Integrated.

Google Reviews

      EXCELLENT  
   Based on 48 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Michael Barnes 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian and his team are the most professional in the space, they’re attentive, empathetic and they are extremely detail oriented, also very responsive. It’s a rare combination for a business to have all those attributes and it’s all with a smile. I highly recommend anyone who needs help to see Brian.
  
 
      Posted on Google  
   
   Pat Powers 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian was great!!!   Cannot recommend him enough!   He found all The solutions to my problems in about 10 minutes. Extremely helpful. I would recommend them to any and all of my friends.
  
 
      Posted on Google  
   
   Roger Gales 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alex was helpful in every way possible. I highly recommend him.
  
 
      Posted on Google  
   
   brian d 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian, Alex and the team guided me through the process to select the coverage that was right for me.  They helped me understand the forms, the timelines and the tradeoffs of the various options.  Medicare choices can be complicated and everyone’s situation is different. This free service is well worth your time.
  
 
      Posted on Google  
   
   Keith Solar 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alex Lopez and the Design My Medicare team are absolutely phenomenal.  They guided my wife and I through a maze of difficult and often unintelligible rules. regulations and options, and made this whole sign-up-for-Medicare process as easy, and almost painless, as possible.  This experience would have been extremely difficult and stressful without Alex's expertise, knowledge and patience.  I highly recommend Alex and Design My Medicare.
  
 
      Posted on Google  
   
   Mary Cordaro 
 
 
 
 Trustindex verifies that the original source of the review is Google. My phone conversations with Alex were great. He was polite, personable and extemely helpful. I'm so grateful he could help me navigate getting ready for Medicare.
  
 
      Posted on Google  
   
   Craig Wagner 
 
 
 
 Trustindex verifies that the original source of the review is Google. Alex and the team did an excellent job in assisting with our search for a provider.  Very knowledgable & professional.  Would recommend him highly!
  
 
      Posted on Google  
   
   Daniel Copeland 
 
 
 
 Trustindex verifies that the original source of the review is Google. ALEX gave very thorough explanations and answered all my questions about Atvantage and Medicare Supplement programs.
  
 
      Posted on Google  
   
   Lydia Thompson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Made the transition to medicare easy!
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more