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With our background in investments and insurance and our strategic alliances with experienced professionals in the health care and legal fields, we provide planning and consulting services to our clients on issues important to the elderly. We understand and remain current on Medicare, Medicaid, and Social Security as well as private plans, including individual as well as employer provided retirement benefits and long term care insurance.

Among the Services we provide:

  • Evaluating long-term care financing options - Medicare, Medicare Supplemental insurance, Qualifying for Medicaid, and Long-Term Care insurance
  • Making recommendations for funding health care and long-term care insurance
  • Assisting in the implementation of asset and wealth conservation strategies with a specific focus on Medicaid planning
  • Evaluating any needs in conjunction with our client's attorney

Our Clients who are in Crisis May Be Facing: 

  • Stroke
  • Alzheimer's or Dementia
  • Loved Ones in hospitals unlikely to return home

We are able to assist our clients through a variety of strategies that will aid in preserving our client's assets.