Since 1999 we’ve been helping clients approaching retirement. We’ve learned over the years that many people have the same concerns. Usually, the list includes Medicare, Long Term Care, and Social Security. And the big one: Not outliving your money.
We’re highly trained in these important areas, and offer education and advice on how you might optimize your retirement in these areas.
We do not charge for our services. We are independent agents, and if you see a financial product that fits your needs, that company may compensate us.
Our team maintains active certifications in Medicare and Long Term Care, and we have software that can maximize your Social Security claiming strategies.