Solutions to

Retirement Problems

You Don’t Yet Know You Have

We help navigate with educational workshops and one-on-one personal reviews designed to guide you to an informed decision.

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Annual Workshops
Providing important information about Medicare.

Medicare Planning

What is the #1 financial risk we all face in retirement?

We are experts at important solutions often overlooked by other advisors. Health costs NOT covered is the number risk we all face in retirement. We can help plan to protect against your major remaining risk: long term care.

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Long Term Care
Planning

We have passionate advocacy to encourage families to do this important planning motivates us every day.

VA Benefits

We can help veterans and their surviving spouses/family get the VA benefits they deserve.

FREE OF CHARGE

Compare Long Term Care Costs Across the United States

2020 Cost of Care Overview
Use this information to find out and compare the cost of care in your region.

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Testimonials

To merely say “Thank you” doesn’t seem to fully relay just how much we appreciate all of the help you have been with assisting us through the massive amount of VA paperwork for dad… and now mom.  We truly could not have managed it without your help and wise consultation.  Sincerely, Mark & Diana

Mark & Diana
Good presentation of the other options
Carol & Don S

Keep up the good work, I will keep referring clients!

Jim G
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Who can I trust for important retirement questions?

Not ghostbusters! Join the list of your hundreds of neighbors who have relied on us! Call or email us so we can help!

Need Help? Call Us at +1 316-945-2011