First Choice Consulting, LLC
Medicare & Retirement Guidance
Medicare, Social Security, and retirement decisions can feel complicated. First Choice Consulting, LLC makes your options easier to understand with clear education and personalized guidance for the healthcare and financial decisions ahead.
Serving Clients Since 1999 | Licensed in 6 States.
Medicare Questions? Start With a Video
Clear information can make Medicare and retirement decisions easier to understand. Explore our short, practical videos covering Medicare, Social Security, retirement income, trusts, estate planning, and other topics that may affect your future.
Medicare & Retirement Services
From choosing Medicare coverage to planning for retirement income and Social Security, our team helps you understand the options that matter to your future. Explore our Medicare and retirement services to find the guidance that fits your needs.
Medicare Planning
Understand your coverage options and build a Medicare plan that fits your healthcare needs and budget.
Turning 65 & New to Medicare
Get clear guidance on enrollment, Parts A and B, and the decisions you face as you approach age 65.
Medicare Advantage Plans
Compare Medicare Advantage options and understand benefits, networks, and costs before you choose.
Medicare Supplement Plans
Explore Medigap coverage that helps fill the gaps in Original Medicare and protects against surprises.
Plan G vs. Plan N
See the real differences between Plan G and Plan N so you can choose the supplement that suits you.
Medicare Part D Prescription
Find a prescription drug plan that covers your medications at a price that makes sense for you.
Social Security Planning
Understand claiming strategies and how Social Security fits into your broader retirement picture.
Retirement Income Planning
Build a retirement income strategy designed to support the lifestyle you have worked to build.
Where Are You in Your Medicare Journey?
Your Medicare questions may depend on where you are today. Start with the path that best matches your situation and focus on the information most relevant to your next step.
Turning 65?
New to Medicare? Get help understanding enrollment, Medicare Parts A and B, coverage choices, and the decisions you may need to make as you approach age 65.
Already Have Medicare?
Medicare coverage and healthcare needs can change over time. Stay informed about plan benefits, prescriptions, provider networks, costs, and available options as your needs evolve.
Meet Jim Lambert
First Choice Consulting, LLC
Since 1999, First Choice Consulting, LLC has helped individuals and families navigate Medicare and retirement decisions with greater clarity. Based in Milford, Connecticut, we believe good planning starts with listening, education, and understanding what matters most to you.
Led by Jim Lambert, RSSA and Certified Financial Fiduciary®, our team provides guidance across Medicare, Social Security, retirement income, asset protection, and estate-planning considerations. We make complex information easier to understand so you can make informed decisions and focus on enjoying the retirement you have worked to build.
RSSA
Certified Financial Fiduciary®
Medicare & Retirement
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Why First Choice Consulting, LLC?
Choosing Medicare coverage or making retirement decisions is personal. Our approach combines experience, education, and ongoing support to help you understand your choices and determine what deserves your attention.
Serving Clients Since 1999
For more than two decades, we have helped individuals and families navigate Medicare and retirement decisions through different stages of life.
Education Before Decisions
We explain complicated topics in straightforward language so you can understand what you are considering, ask informed questions, and feel more prepared before moving forward.
Medicare + Retirement Perspective
Our team also provides Social Security Planning, Retirement Income Planning, Asset Protection, and Trust & Estate Planning Coordination to help address the broader decisions that may affect your future.
Here as Your Needs Change
Medicare plans, healthcare needs, finances, and retirement priorities can evolve. We aim to build long-term relationships and remain a resource as your circumstances change.
What Our Clients Say
We are grateful for the individuals and families who trust First Choice Consulting, LLC and take the time to share their experiences.
A Wonderful Help
"Jim is knowledgeable and professional. He is also very patient - which I particularly appreciate. He does his research thoroughly in order to come up with the best plans for each client."
Jim Makes You Feel Like a Friend
"Jim is a consummate professional, extremely versed in what he does. Not only does he advise he listens you don’t feel like you’re working with just an advisor. Jim makes you feel like a friend."
A Wonderful Help
"Jim has been a wonderful help with our retirement portfolio. Very helpful and readily available to his clients."
Trusted Medicare & Retirement Guide
""I was searching for a Medicare plan to suit my specific needs and contacted Jim. I found him to be very knowledgeable and unbiased about my options. He answered all my questions promptly and made the paperwork simple to complete. He is a kind, patient professional. I've recommended him to several colleagues, and they've all been pleased with his knowledge and communication skills. He also runs workshops and webinars throughout the year to help you stay informed of any changes or updates to your plan. This is the person to choose for all your insurance and retirement income planning needs.""
Get Clear About What Comes Next
Whether you are approaching Medicare, reviewing your current coverage, or planning for retirement, start with a conversation about your questions and priorities.
