About

For nearly 20 years, I’ve helped seniors navigate health insurance, starting as a Medicare agent in 2008. Seeing many struggle with dementia, strokes, and other serious illnesses, I dedicated my time to finding little-known solutions to ease their financial burden.

I soon specialized in Long-Term Care Crisis Planning, Asset Protection, and Retirement Income Planning. Today, as a Certified Dementia Planner and Long-Term Care Claims Professional with over 15 years of experience in Medicare, I look forward to helping you and your family.

– Charisse L. Hurst –

Learn More

Our 4 step process

What you can expect:

Thirty Minute Initial Consultation

We meet by phone or Zoom. The initial call will last approximately 30 minutes.

You Share Your Story

We learn as much as we can about you or your loved one’s health, current income, assets, expenses, and goals. If we believe we can help, we will schedule a follow-up meeting.

We Do Our Research

Our team will research the options available to help you reach your goals or for your loved one’s care as described during our initial consultation.

We Deliver Solutions

During this consultation, we will review practical ways to accomplish your goal or the goal of paying for your loved one’s care. Where appropriate, we will complete the implementation paperwork.

Get Started on Step One Today

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