Building Trust Through Experience and Passion

Julia Elliott, the driving force behind Plan Guidance, embarked on her journey in the insurance world with a clear vision. After spending over a decade in the financial sector, including a notable tenure with TD Ameritrade, Julia discovered a passion for Medicare. Recognizing the complexities and challenges that come with Medicare plans, she decided to focus on helping individuals navigate these intricacies. Her commitment to providing clear, accessible information and personalized service became the foundation of Plan Guidance. 


 
Alongside Julia, Randy Elliott brings a wealth of experience in business partnerships and government relations to the team. His background in managing substantial budgets and fostering key relationships has been instrumental in shaping the company's approach to Medicare and retirement planning. Together, Julia and Randy have built Medicare Educate into a trusted resource for Medicare education and retirement planning. Their combined expertise and dedication to client satisfaction drive the mission to offer valuable, no-cost guidance that empowers individuals to make informed decisions about their Medicare and retirement options.