Services
/Manage%20Money
Manage Money
Information coming soon!
/Estate%20Planning
Everyone needs an estate plan. If you don’t have a will or trust, the state of residence will make decisions for you.
/Financial%20Services
There are three places we can put our hard-earned money. The bank. It’s safe, guaranteed by the FDIC, but today not earning enough to keep up with inflation.
/Social%20Security%20Stratagies
The majority of people in the US take Social Security at age 62. For most this is not the best decision. You need to factor in longevity.
/Medicare
When you turn 65, you are eligible for Medicare. Medicare has lots of gaps that can cost you a lot of money. It’s important to have a Medicare Supplement.
/Retirement%20Income
Planning for retirement can be tricky. None of us want to run out of money. It starts with a budget. You need to understand how much you are spending today.
/Lifetime%20Income
Pensions are becoming a thing of the past. If you have one, you are extremely lucky. When I analyze a retirement plan, sometimes it’s helpful to create a pension check using some assets.
/Long%20Term%20Care
Unfortunately,70% of us will need a helping hand sometime in our lives. This type of care is not covered by insurance, with the exception of qualifying for Medicare coverage.
/Insurance%20Products
Annuity & Financial Services Expert, Expert in creating Guaranteed Lifetime Income, and Long Term Care Expert