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ESTATE FINANCIAL SERVICES, LLC - Dr. Gilbert Lee, M.D.

Dr. Gilbert Lee, M.D.: Independent Medicare Agent

Dr. Lee is meeting with potential Medicare health insurance clients using Zoom conferencing due to Covid-19. The meetings can be scheduled for a private session to discuss personal information and the sharing of documents. Please call or text Dr. Lee at 541-408-6729 or email at Gilbert@EstateFS.com to set up a remote meeting or ask for advice or questions. As we reach herd immunity and have been vaccinated, we can meet in your home. The opening up of Coffee Shops will become another opportunity for a meeting.

Zoom meetings are easy to set up if you use a computer. To use a cell phone or tablet, one must download the Zoom app for free at either Apple or Android Store. After that, you need to receive an invitation from me. Or we can converse via phone.

Services: Dr. Lee provides a unique service to his clients. Dr. Lee's specialty was Internal Medicine, and now that he is retired, he enjoys sharing his knowledge and assisting his clients. His services are without cost or obligation. If the client purchases a healthcare policy with his assistance, a commission does not affect the policy cost.

Dr. Lee evaluates the needs and desires of his clients to advise them with recommendations and options in their choice of health care coverage, primary care provider choices, and networked groups of providers and hospitals. He is an independent agent/agency.

Retirement should focus on optimizing and preserving one's health and Quality of Life. 80% to 90% of all chronic illnesses can be prevented by proper Diet, Exercise, Sleep, Tobacco abstinence, Alcohol moderation, and positive human relationships. In the "Preventative Annual Wellness Visit" web page on this website, validated questionnaires measure and track these critical parameters.

On the web pages of "Responsibility For Your Health," there are essential guides to healthier lifestyle habits.

During retirement, one is living financially off of interest income from past savings, principal of one's assets, Social Security, and perhaps pensions. Longevity at the individual level is unpredictable, and there is a threat of outliving one's financial reserves. Chronic illness saps one's Quality of Life and adds an unforeseen financial cost.

Please feel free to contact Dr. Lee as to how he may be of assistance to you.

Medicare Health Insurance

Dr. Lee is appointed with various health insurance companies and sells Medicare-related policies such as Medicare Advantage Plans, Medicare Supplements, and Prescription Drug Plans using multiple carriers.

Individual Health Insurance for those that do not qualify for Medicare yet.

Through the Federal MarketPlace created by the Affordable Care Act, also known as Obama Care, Dr. Lee can assist clients in enrolling in plans that best work for them and their needs. Please use the following link to reach my website linked to Healthcare.gov. Double click below or type it in your browser goo.gl/6GkKHc.

My focus is deep. My perspective is wide. The landscape is rugged. Together we survey the entire landscape to pick the best route to your destination.