Evergreen Retirement Planning Inc
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Medicare Planning & Insurance in Charlotte NC

If you are 65 or older we offer Medicare GAP plans and Med Advantage plans from Aetna, Cigna, GMP, Forethought, New Era, Mutual of Omaha, Companion Life, Manhattan Life and Many others. If you have a question we'll find the answer.


Medicare is a Health Insurance Program for:

Medicare has three parts:

Part D is the prescription drug program.

Medicare pays for a majority of your health care needs but not all of it, additional costs could include: prescription drugs, deductibles and coinsurance.

Medicare Supplement plans are health insurance policies sold by private health insurance companies to fill the "gaps" in Medicare coverage. MedAdvantage plans offer the same services as Medicare and then some additional benefits. They have some restrictions.

Helpful sites:

The Greater Charlotte Professional Team

Independent Insurance Broker

Janet Taranto Independent Insurance Broker

Janet Taranto, Independent Insurance Broker, Evergreen Retirement Planning Inc

Evergreen Retirement Planning Inc is a full life and health lines insurance agency servicing NC, SC, VA, CO and CA for 15 years. Every one of my clients is unique in their circumstances and needs and I treat each one as such. I believe that my independent status means my clients are best served in price and quality of products. Finally I believe to serve ones clients I need to continually educate myself and clients on new products, legislation and rules.

Phone: 704-999-0105 | janettaranto@windstream.net | www.agreatinsuranceplan.com

Certified Appraiser

Jan Robbins Durr, Robbins Appraisals& Estate Sales

Jan Robbins Durr, Robbins Appraisals& Estate Sales

Certified Appraiser with The International Society of Appraisers. Appraisal graduate courses through University of Delaware. Certified in Antiques & Residential Contents. USPAP certified. Completed Fall & Winter Institute at Winterthur Museum. Instructs in ceramics at Mint Museum. IRS compliant for Federal uses. Speaker at national antique shows, senior centers, non-profits. Retired R.N.

Phone: 704-635-7694 | jdurr@hotmail.com | www.RobbinsAppraisals.com

Senior Real Estate Specialist

Real Estate Monica and Bill Goss

Specializing in Relocation and Buyer Representation

Call today! 704-280-2361 | or visit www.billandmonica.com Successfully Selling Real Estate Since 1996


Carol Connors, Senior Relocation Specialist

Phone: 704-579-4480 | Fax: 704-752-7709


Bob Jacobs, NC Realtor Broker/SC Broker, Robert Allen Properties

Phone: 704-904-1800 | Fax: 704-543-8196

Health Care Equipment

Brian Carney, SILVER CROSS - Charlotte

Brian Carney, SILVER CROSS - Charlotte

SILVER CROSS is a provider of recycled and new health care equipment including ramps, stairlifts, ceiling lifts, porch lifts, elevators, scooters, lift chairs and more. We buy and sell equipment in addition to servicing our products. We are locally owned and operated and offer free in-home consultations.

Phone: 704-521-1115 | bcarney@silvercross.com | www.silvercross.com

Support Surfaces and Rehabilitation Equipment

Jennifer Browne, Medical Modalities

Jennifer Browne, Medical Modalities

Medical Modalities is a specialty DME company with coverage in NC, SC, VA, and GA. Products include specialty support surfaces for patients with pressure ulcers, orthopedic devices to improve range of motion following various orthopedic surgeries, and pain management devices such as TENS units to help manage chronic pain. We participate with Medicare, Medicaid, and most private insurances.

Phone: 1-800-849-2716 | jenniferbrowne@medicalmodalities.com | www.medicalmodalities.com

In Home Care Services

Phil Koch, Licensed Home Care, ComForcare Senior Services

Phil Koch, Licensed Home Care, ComForcare Senior Services

ComForcare Senior Services is a premier provider of non-medical private duty home care. Serving Charlotte and the ten surrounding counties including upstate SC. In business since 2006, ComForcare provides care for clients in private residences, as well as retirement communities and facilities. Services include transportation, housekeeping, meal prep, medication reminders, bathing and respite care.

Phone: 704-543-0630 | scharlotte@comforcare.com | www.charlotte.comforcare.com

Hospice & Palliative Care

Paula Byrd, Hospice & Palliative Care Charlotte Region

Hospice & Palliative Care Charlotte Region

The mission of Hospice & Palliative Care Charlotte Region is to relieve suffering and improve the quality and dignity of life through compassionate hospice care for those at the end of life, palliative care for those with advanced illness, and through community education.

Phone: 704-375-0100 | www.hpccr.org

Prosthetics & Orthotics

Becky Bovaird, Faith Prosthetic-Orthotic Centers

Becky Bovaird, Faith Prosthetic-Orthotic Centers

Faith Regional Prosthetic-Orthotic Centers are accredited providers of prosthetic care for upper and lower extremities, mastectomies, and cosmetic restorations in the Metrolina Region. Practitioners are experienced and well trained in the latest advancements including ultra-light technology, vacuum suspension, and computerized systems. Our orthotics providers specialize in orthopedic bracing, upper and lower extremity corrective care, special custom footwear and inserts, and in pediatric management.

Phone: 704-960-9362 | rebecca.bovaird@faithpando.com | www.faithpando.com

Relocation and Downsizing

Adele Mahan, CRTS, CAPS, ASP, Fresh Start Transitions, LLC

Adele Mahan, CRTS, CAPS, ASP, Fresh Start Transitions, LLC

Serving older adults and their families since 2005 with all their home transitions. Whether downsizing, moving into a senior friendly community, selling a home or aging in place...we can help!

Adele Mahan is a Certified Relocation Transition Specialist (CRTS), Accredited Staging Professional (ASP), and Certified Aging In Place Specialist (CAP)

Phone: 704-307-1112 | adelem@freshstarttransitions.com | www.freshstarttransitions.com

Funeral Services

Gary Wilking, TH Robertson Funeral Service

Gary Wilking, TH Robertson Funeral Service

Have been active in the funeral business for over twenty years. Our firm specializes in personalized, private service and utilizes a "Fair Price Policy" for all of our families.

Compassion, respect, dignity and fairness are our core values. TH Robertson Funeral Service's professional standards require us to present you every option available, whether you seek the simplest of services or a full traditional funeral service. We handle all of the details and offer guidance and options to make the decision making process easier, all at your home or place of your choice.

Phone: 704-293-8335 | gwilking@yahoo.com | www.throbertson.com

Reverse Mortgages Yadkin Bank


Chris Munson

Chris Munson is a professional with over 20 years of experience in providing sound mortgage advice to people of all ages. During the past eight years Chris has worked exclusively in the senior market originating reverse mortgages for seniors where appropriate, and conducting educational seminars and workshops throughout the Southeast.

If you are considering a reverse mortgage you owe it to yourself to contact Yadkin Bank with any questions or concerns you may have concerning this unique financial product. Yadkin Bank is a HUD approved Direct Endorsement lender for the reverse mortgage product.

Phone: 704-936-4361 | Christopher.Munson@yadkinmortgage.com | http://www.myrmagent.com/yadkinbank/index.php?init=1