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Healthcare and Retirement Planning Services

Your search for highly-qualified financial and long-term care guidance is finally at an end.

Prepaid Funeral Arrangements

Nobody likes to think about their final expenses. But, nobody likes to put their loved ones in a tough position during an emotional time, either. As the leader in prepaid funeral solutions, we set aside funds for this in a trust that’s federally protected from creditors like nursing homes.

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Asset Protection Strategies

Your health and wellness can be unpredictable. So can the stock market. The last thing you want to do is jeopardize your ability to handle the “what ifs” of later life by playing the “what ifs” of Wall Street. Our advisors balance market risk so you can enjoy the rewards you’ve earned.

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Long-Term Care Pre-Planning Strategies

Simply put, aging is expensive. Roughly 70% of people will need some sort of long-term care in their later years. Costs can top $10k per month and are only growing each year. Our advisors are experts in creating hybrid plans that transfer risk early without compromising your estate.

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Medicaid Planning for Government Relief

Most Americans have heard of this program, but few understand how it really works. If you don’t properly plan for specialized care, federal aid may not be an option when you need it. We help you speed up eligibility for benefits while limiting out-of-pocket expenses.

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Medicare Planning for Secure Coverage

Like Medicaid, Medicare is government-funded. You’ve already paid for its benefits through your tax dollars, but those benefits are limited and often need to be supplemented by private plans. We take the guesswork out of this complex equation to ensure you’re safely covered.

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