Are you looking for Elder Care Financial Planning?
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.
Today’s Financial Concerns
Long Term Care
How will I pay Assisted Living or Home Care costs?
How do I manage IRA withdrawal taxes to keep more of what I saved?
Can my retirement assets grow without taking market risks?
How can I preserve my savings for children and grandchildren?
How much should I put into a final expense policy?
Should I plan ahead for Medicaid?
Do I qualify for Aid and Attendance?
What We Can Do For You
VA Benefits Planning
Comprehensive and objective plan to help you navigate VA benefit programs.
Final Expense Policy
Customized contracts to ensure your loved ones do not have to worry about any funeral expenses.
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
3. If you decide to proceed…
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.