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.

Long Term Care

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

Medicare Planning

We are experts at important solutions often overlooked by other advisors. Health costs NOT covered is the number risk we all face in retirement.

VA Benefits

We believe that Veterans who served our country during a wartime period, earned and deserve the benefits to which they are entitled. We will meet face to face and assist any Veteran, Surviving Spouse and/or their family representative. We provide guidance and assistance during the assessment phase of the VA application process through the VA accredited attorneys and authorized representatives with whom we work. It is against VA regulations to charge any fee for this service.

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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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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