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ABOUT US

What began as a personal search for affordable Medicare coverage has grown into a mission to help people make the most of Medicare and Social Security. For more than a decade, Transitions Benefit Group has delivered on that commitment.

  • Personalized guidance from a TBG Local Advisor: we take time to understand your situation before offering recommendations

  • Support navigating Medicare: clear help through complex choices

  • Timing strategies for Social Security: make informed decisions about when to claim

  • Additional retirement support: resources to help you plan with confidence

OUR PEOPLE

The Advisors Behind TBG Local

Christine Forrester

Medicare / Social Security Advisor

Jayson Miller

Medicare Advisor

Justin Dobson

Medicare Advisor

Lori Cummings

Medicare Advisor Manager

Marisol Pineda

Medicare Advisor

Mary Lou Schar

Medicare / Social Security Advisor

OUR MISSION

Your go‑to resource for everything insurance‑related and beyond. For more than a decade, we’ve helped people access the information and guidance they need to make confident decisions about Medicare, health insurance, Social Security, and planning for a more secure retirement.

Ready to get started?

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