Business Details
19 Years
experience
Your Trusted Retirement Planning Partner in Ohio
Seniormark was founded in 2007 with a mission to provide personalized, ethical financial guidance for retirees. Our team of certified professionals specializes in Medicare planning, Social Security optimization, and retirement income strategies. With decades of combined experience, we prioritize client needs over product sales, offering unbiased advice tailored to individual circumstances. Our person-focused approach includes free educational workshops and one-on-one consultations to help clients navigate complex healthcare and financial decisions. We serve Ohio residents from offices in Sidney and Vandalia, with a commitment to simplifying the transition from work to retirement. Our advisors hold advanced certifications in financial planning and senior care coordination, ensuring comprehensive expertise in addressing retirement challenges.By consolidating insurance options, investment portfolios, and healthcare plans, we help clients protect their assets and maximize benefits. Our track record of assisting thousands of seniors demonstrates our dedication to making retirement planning accessible and stress-free. We operate as an independent agency, offering no-cost services funded through insurance carrier partnerships. Our team's diverse backgrounds in healthcare, education, and financial services enable us to address the multifaceted needs of retirees comprehensively.
Services
Medicare Supplement Insurance
Medicare Advantage Plans
Part D Prescription Drug Plans
Social Security Planning
Retirement Income Planning
Educational Workshops
Insurance Application Assistance
Details
- Year established: 2007
Highlights and features
- Certified financial planners with specialized senior care training
- Free educational workshops on Medicare and retirement planning
- Personalized one-on-one consultations with insurance experts
- Independent agency offering multiple carrier options
- Decades of combined experience serving Ohio seniors
Associations and certifications
- Certified Financial Planner
- Certified Kingdom Advisor
What people say
Expert guidance
Personalized solutions
Stress-free process
Comprehensive education
Professional team
Services
Medicare Supplement Insurance
Medicare Supplement Insurance helps cover out-of-pocket costs not paid by Original Medicare. Our experts analyze 9 available plans across multiple carriers to find optimal coverage matching your healthcare needs and budget. We provide detailed comparisons of benefits, network options, and premium costs to help you make informed decisions.
Medicare Advantage Plans
Medicare Advantage Plans offer alternative coverage with additional benefits through private insurers. We evaluate 15-30 plan options annually, comparing premium costs, network restrictions, and prescription drug coverage. Our guidance ensures you select a plan that balances affordability with comprehensive healthcare access tailored to your specific medical needs.
Social Security Planning
Social Security planning maximizes lifetime retirement income through strategic claiming decisions. We analyze spousal benefits, tax implications, and timing strategies using specialized software. Our advisors help coordinate Social Security with Medicare enrollment and overall retirement income planning to optimize financial security during retirement.
Retirement Income Planning
Retirement income planning ensures sustainable financial security throughout retirement. We assess investment portfolios, risk tolerance, and income needs to create customized withdrawal strategies. Our services include consolidating retirement accounts, adjusting risk profiles, and coordinating healthcare costs with financial planning to prevent outliving assets.
Part D Prescription Drug Plans
Part D Prescription Drug Plans provide affordable medication coverage. We compare 20+ Ohio-based plans annually, analyzing formulary coverage, pharmacy networks, and premium costs. Our specialists help match your specific medication needs with the most cost-effective plan options to minimize prescription expenses while ensuring comprehensive coverage.
People
Dan Hoelscher
President & Founder
Certified Financial Planner with 25+ years experience in senior financial services. Holds advanced certifications in insurance, investments, and biblical financial advising. Founded Seniormark in 2007 to provide ethical retirement planning solutions.
Patty Hoelscher
Health Insurance Specialist
Licensed accident and health agent with nursing background. Specializes in Medicare supplement rewrites and claims processing. Graduated from Wright State University with nursing degree and maintains extensive healthcare industry knowledge.
Pam Kaiser
Insurance Process Coordinator
Manages insurance application process from start to finish. Holds life and health insurance licenses. 3-time spelling bee champion with exceptional organizational skills ensuring smooth client onboarding experiences.
Adam Fullenkamp
Certified Financial Planner
Certified Financial Planner with education background. Specializes in explaining complex Medicare options simply. Licensed health and life insurance agent with passion for national park exploration.
Renee Homan
Medicare Educator
Former OSHIIP volunteer with long-term care industry experience. Licensed health insurance agent who simplifies Medicare options for clients. Business marketing graduate focused on personalized healthcare plan selection.
Questions
When should I start Medicare planning?
Begin planning 6-12 months before Medicare eligibility. This allows time to evaluate options, understand enrollment periods, and coordinate with Social Security planning.
Do you charge for retirement planning services?
Our services are free to clients as we receive compensation from insurance carriers when you purchase coverage through our agency.
Can you help with Social Security claiming strategies?
Yes, we use specialized software to analyze claiming strategies and maximize lifetime Social Security benefits while coordinating with Medicare enrollment.
What areas do you serve?
We primarily serve Ohio residents with offices in Sidney and Vandalia, offering both in-person and virtual consultations across the state.
How do you choose insurance carriers?
We partner with multiple top-rated carriers to provide diverse options. Our selection focuses on financial stability, customer service ratings, and competitive pricing.
Do you offer educational resources?
Yes, we provide free educational materials including our 'Introduction to Medicare' eBook, Social Security guide, and regular workshops on retirement planning topics.
Reviews (6)
Patsy Cavender
May 12, 2021
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Positive:Professionalism
They have been so helpful in advising me during my up coming retirement at the end of June. They are very knowledgeable about any question you ask and patient, as some times the questions may not make sense. I recommend them to everyone.
Patsy Cavender
They have been so helpful in advising me during my up coming retirement at the end of June. They are very knowledgeable about any question you ask and patient, as some times the questions may not make sense. I recommend them to everyone.
Patsy Cavender
Maryam Lyon
Oct 11, 2020
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I am a Healthcare professional and have had experience with Medicare for years. However, when I lost my husband's commercial insurance I had to jump into Medicare confusion. Renee at Seniormark expertly guided me through the process of acquiring prescription drug coverage and supplemental B coverage. The experience was excellent from beginning to the approval of my application. My husband will use the service when he retires in a couple of years
Ruthielea Kies
Aug 26, 2020
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Positive:Professionalism
Tanya was wonderful. She went through the process and explained everything slowly so that i could get passed all the details. Then always ask if i had any questions .She made it a quick and easy process.
Tanya was wonderful. She went through the process and explained everything slowly so that i could get passed all the details. Then always ask if i had any questions .She made it a quick and easy process.
Harold Broughton
Aug 24, 2020
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I just went on social security disability about 5 months ago. I was so lost I didn't know where to start. Adam from Seniormark made the whole transition painless. He made sure that all my medications are covered and all my doctors are in network. He answered all my questions from the start ,and if something comes up he's there when ever I have questions. I'd recommend him highly. 5 stars without a doubt.
Dorothy Maxon
Jun 11, 2020
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Grateful for the guidance we received at Senior Mark. Medicare is a overwhelming & confusing system to understand. Senior Mark guided us through out the process & helped us with patience & knowledge so we could make the right decisions for our family. They continue to be there to support us if we need any further help or support. I highly recommend them to anyone going into Medicare. Great service, good people.
Teresa Smith
Dec 28, 2018
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My husband and I had a wonderful experience with Seniormark. Everyone has been knowledgeable, caring and friendly. We attended several of their seminars and found them very helpful and informative. We also have recommended their services to several of our friends.
