We provide assistance beyond Medicare with important decisions relating to the following planning options:
Life Insurance Planning
Only 3 out of 10 people believe they have enough life insurance.
Understand the importance of protecting your family’s financial future.
Long-term Care Planning
Long term care planning is not for the person needing care but for the family who will take care of the person needing care.
Medicaid LTC Planning
Find out how you can protect assets and qualify for LTC Medicaid sooner.
Pre & Post Retirement Planning
A strong financial foundation is the key to a good retirement plan.
Conservative Investment Planning with Fixed Annuities
40% of retirees are concerned about running out of assets.
Lunch and Learn Seminars for Small Businesses/CPA Firms/P&C Agencies
We can educate and feed employees/clients on any of the above topics at no cost to the employer.
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