Our Trusted Partners
At Plan Medicare, we know that Medicare is just part of the bigger picture when it comes to retirement and financial planning. As such, we’ve curated a network of trusted professionals to help you navigate retirement with confidence.
MEDICARE ISN’T THE ONLY PLANNING WE HELP WITH
At Plan Medicare, our role doesn’t stop at helping you choose the right coverage.
Many of our clients have broader questions around retirement, taxes, estate planning, and financial security. Over time, we’ve built relationships with a select group of professionals we trust—so you don’t have to navigate these decisions on your own.
These are individuals and firms we’ve come to know through working with our clients, and who share our commitment to thoughtful, client-first guidance.
Our Partner Philosophy
We are highly selective about who we include as a trusted partner. Every professional featured here is chosen based on:
✔ Experience working with individuals in or nearing retirement
✔ Strong reputation for integrity and professionalism
✔ A consultative, education-first approach
✔ Alignment with our commitment to doing what’s best for clients
Our Partner Network
Financial Advisors
Professionals who help clients plan for retirement income, manage investments, and build long-term financial strategies.
CPAs
Experts in tax planning, retirement distributions, and helping clients minimize tax exposure.
Estate Planning Attorneys
Specialists who help clients protect assets, create wills and trusts, and ensure their wishes are carried out.
Trusted Financial Advisors
Michael Grand CFP®, CIMA®, CAIA®, Long Island, NY
Michael specializes in crafting tailored financial strategies to help CEO Founders, Entrepreneurs, Family Business Owners, Executive Women, Widows/Widowers, LGBTQ+, Non-Traditional Families, Attorneys, Doctors, Technology Professionals and US Based Ex-PATS achieve their goals.
Michael began his wealth management career in 2005. He is passionate about building long-term relationships with clients and crafting a unique personalized plan for them.
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- Tax Planning Strategies, Tax Efficient Withdrawal Strategies, Tax Efficient Investing
- Estate Planning Strategies for Individuals, Business Owners, Traditional and Non-Traditional Families, Business Owners, Widows/Widowers, LGBTQ+ and Special Needs Children.
- Investment Management (Discretionary & Non-Discretionary)
- Traditional and Alternative Investments
- Risk Management- Insurance Policy Reviews for Life, Disability and Long-Term Care
- Employer Sponsored Retirement Plans
- Pensions
- Social Security Optimization
- Medicare planning & premium calculation
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Harrison Bauman, Managing Director, New York, NY
Center Street Capital Advisors
Harrison has a wealth of industry knowledge and experience even at a relatively young age. He is highly skilled at selecting investments and developing asset allocations that align each client’s financial resources with their financial goals and priorities.
With his personable demeanor, Harrison strives to establish a good rapport with his clients, build their financial confidence and helping them understand the intricacies of the essential financial matters he addresses. In fact, keeping clients well-educated about investment and financial matters is an important priority of his. He believes it gives clients the clarity, confidence and discipline required for staying the course in pursuit of their goals.
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- Retirement Income Planning
- Investment Management
- Financial Planning
- Tax-Efficient Withdrawal Strategies
- Social Security Planning
- Medicare & Healthcare Cost Planning
- Estate Planning Coordination
- Risk Management & Insurance Planning
- Long-Term Care Planning
- Cash Flow & Budget Planning
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CPAs
Darren Goldstein, CPA Partner, Long Island, NY
Darren Goldstein, CPA, is a trusted advisor with extensive experience helping small businesses and individuals navigate complex tax and accounting matters. As a Partner at Gil & Schonig CPAs, LLP, Darren provides strategic tax planning, financial reporting, and compliance solutions tailored to each client’s unique needs.
As a Certified Public Accountant, Darren stays current with the ever-changing tax landscape, ensuring his clients receive informed guidance on tax law changes and financial best practices. His dedication to client success and technical excellence makes him a valued resource for businesses and individuals seeking expert financial leadership.
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- Retirement Income Tax Planning
- Medicare-Related Tax Considerations (including IRMAA planning)
- Roth Conversion Planning
- Capital Gains Tax Planning
- Charitable Giving Tax Strategies
- Legacy & Estate Tax Coordination
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Estate Planning Attorneys
Jason Breit, Esq. Long Island, NY
Jason Breit is nationally sought out by business owners, real estate investors, doctors and other successful professionals for his distinct ideas and “out of the box” thinking to financial, estate, and asset protection planning. Jason combines his formal education in law and business with years of practical experience.
Jason is an attorney in New York (Admitted 2007). He is a graduate of Roger Williams School of Law (Juris Doctorate), Dowling College Townsend School of Business (Master of Business Administration), and Hamilton College (Bachelor of Arts). Jason has earned the Retirement Income Certified Professional (RICP ®) designation from the American College. He also is certified by the Corporation for Long Term Care (CLTC).
Areas of specialization include:
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- Estate Planning
- Kids Protection Planning
- Elder Law
- Asset Protection Planning
- Special Needs Planning
- Estate Tax Protection
- Probate Administration
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Important Note
We do not receive compensation for referrals to these professionals, and you are never obligated to work with anyone we recommend. Our goal is simply to connect you with trusted resources if and when you need them.
Need Help Finding the Right Professional?
We’re happy to make a thoughtful introduction based on your specific needs.