Are you looking for Elder Care Financial Planning?

Today

Today is the day to begin planning for you and your families future ‏‏‎ ‎
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LETS GET STARTED ➔

Now

Now is the time to make sure you and your family have the resources you need for whatever the future brings

LEARN HOW WE HELP➔

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Tomorrow

Tomorrow can begin today, lets help you get there ‏‏‎ ‎
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VIEW OUR SERVICES ➔

Our advice philosophy is simple — we put YOU first

  • We are not a company tied to any special interest groups, we will solely put you and your family as the top priority.
  • We are a financial resource team and we are a lifetime resource for you and your family
  • We specialize in financial strategies that provide lifetime income and funding options for senior care including Long Term Care insurance, Veterans benefits, and Medicaid programs.
We provide specialized assistance with experienced and professional service. Don’t hesitate to Get an Appointment.

Today’s Financial Concerns

Long Term Care

How will I pay Assisted Living or Home Care costs?

Taxes

How do I manage IRA withdrawal taxes to keep more of what I saved?

Savings

Can my retirement assets grow without taking market risks?

Estate

How can I preserve my savings for children and grandchildren?

Funeral Policies

How much should I put into a  final expense policy?

Medicaid

Should I plan ahead for Medicaid?

Veterans Benefits

Do I qualify for Aid and Attendance?

Annuities

How can I guarantee an income stream for my family and me?

What We Can Do For You

01

VA Benefits Planning

Comprehensive and objective plan to help you navigate VA benefit programs.

02

Final Expense Policy

Customized contracts to ensure your loved ones do not have to worry about any funeral expenses.

03

Long Term Care Insurance

Complete service that ensures your policy’s value is maximized throughout your care journey.

How to Get Started?

To be an effective partner, we need to know you and your goals

1. Get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2. Initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

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3. If you decide to proceed…

We set up a second meeting, which is the start of the planning process…

Our experienced representatives specialize in funding options that help pay for current or future long-term care expenses as well as retirement income planning, IRA tax minimization, inheritance maximization, and much more.