About Us

About Us

Our Story

I started as a Medicare insurance agent in 2008. I loved helping seniors understand health insurance, and I enjoyed going above and beyond solving problems that often fell outside the realm of Medicare. 

Over time, my clients began to suffer from dementia, strokes, and Parkinson’s along with a host of other debilitating illnesses/diseases. As those diagnoses were brought to my attention, I would take out time in the evenings to try to help find solutions to many of my members biggest concern…. How will I (or my family) afford the cost of long-term care.

About Us

Our Solutions

Fortunately, I was able to find invaluable information and solutions that the general public and families that were suffering never knew existed!

Over the years, I realized that I had a knack for helping my members and their families in two particular areas: Long-Term Care Crisis planning/Asset protection planning and retirement income planning.

From that moment forward, I decided that I would dedicate my life to educating anyone that would listen about long-term care and showering them with the many ways that their biggest concern may be solved.

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 deliver our best solutions

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

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. 

Let’s work together to make sure your assets are protected in case long-term care is needed, and that you do not run out of money in retirement.

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