About Us

With over 28 years of experience in Financial Services, Joe Tramazzo has provided product guidance to some of the largest financial advisory and broker-dealer firms in the country. Recognizing a significant gap in Medicare planning within the financial planning process, Joe dedicated himself to offering specialized guidance for those approaching Medicare eligibility. This focus led to the formation of a team as the demand for his expertise grew.

Sherry Tramazzo, with a financial background herself, naturally joined the team, contributing to its growth and success. Together, Joe and Sherry Tramazzo have developed an entirely referral-based practice, helping hundreds of individuals navigate the complex Medicare enrollment process with ease and confidence.

Joe and Sherry met and wed in New Jersey and have happily resided in South Florida for over 20 years. They have two sons—one in college and the other finishing high school. The family enjoys quality time with their two loving Labrador Retrievers and are avid supporters of the Miami Dolphins.