Preserving what you’ve spent a lifetime building.
With over 30 years of experience tailored to meet your needs.
Medicaid Compliant Annuity
An annuity is a financial instrument issued and backed by an insurance company that provides guaranteed monthly income payments for the life of the contract, regardless of market conditions.
Long-Term Care Planning
Whether your family member's long-term needs lie within a nursing home or an assisted living setting, we are able to guide you in the pursuit of and qualification for benefits that may be available to you.
Asset Protection IRA, 401K, 403B
A pension is a regular stream of income that is received from an employer for your lifetime and possibly to your spouse when you pass or a pension can be a lump sum value that was held in a 401 k, 403b, or SEP Plan.
What is Medicaid?
Medicaid is designed to provide medical assistance to individuals with limited income and resources who may otherwise be unable to afford healthcare. This program pays for a person’s cost of care in a nursing home, less a small monthly co-pay from the recipient. In order to qualify for Medicaid benefits, you (or your loved one) must meet a specific set of requirements.
Long Term Care Planning
Long-term care planning refers to the process of preparing for the possibility of needing assistance and support with activities of daily living or medical care over an extended period. Long-term care insurance can play a part in this planning process.
Asset Protection
