Patricia Lewis

Hi, I’m Patricia Lewis, founder of Trusted Health Solutions. I’m an independent health insurance and Medicare advisor based in Sarasota, and I’m passionate about helping people feel confident and supported when navigating healthcare decisions and retirement planning.

I know how confusing insurance and Medicare can feel, especially when trying to coordinate coverage, healthcare costs, and retirement income decisions all at the same time. My goal is to make things simpler by providing clear guidance, honest answers, and personalized support every step of the way.

In addition to helping clients with health insurance and Medicare options, as an RSSA® (Registered Social Security Analyst), I help clients make informed decisions about when and how to claim Social Security benefits. Using specialized training and advanced Roadmap® Social Security optimization software, she can analyze multiple claiming scenarios based on a client’s unique situation, including age, marital status, work history, survivor benefits, and retirement goals. The software creates personalized reports that compare different claiming strategies and estimate how timing decisions may impact lifetime income. For many individuals and couples, this process can uncover opportunities to maximize benefits, avoid costly mistakes, and coordinate Social Security with Medicare and overall retirement planning.

I believe advocacy matters — having someone in your corner who will take the time to listen, explain, and help you navigate the system can make all the difference. Whether someone is approaching Medicare eligibility, retiring soon, or simply looking for guidance, I strive to make the process less overwhelming and more empowering.

Reach out for a free, no obligation call to see how I can help, and if running an analysis with the Roadmap would help you determine your best financial outcome.