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Our Specialty

We design Plans that can help our clients manage their assets to last throughout retirement.

Analysing the Numbers

Retirement Income Planning

Income for Life

Together, we create a plan for retirement with the following process:

  • Define income need & goals

  • Evaluate all current income, expenses, taxes, & risks

  • Analyze facts & create a plan

  • Implement plan

Eldercare Financial Plan

Find the most tax-efficient & cost Effective ways to pay for Long-term Care

Our Eldercare Financial plan are designed with the following process:

  • Define & understand your loved one’s care needs

  • Evaluate current income sources & assets

  • Analyze facts & create a written plan

  • Implement plan to achieve best results

  • Coordinate with Eldercare Attorneys if needed

Men with Calculator
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Books

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This book will show you how to use tax-free money to pay for long-term care.

This book describes little-known strategies and government tax incentives that allow you to pay for your own long-term care using tax-free money.  To receive a free copy, fill out the form below.

Educational Workshops

Scheduled Events

We are proud to present a variety of educational workshops available to those interested in learning more about retirement income planning and/or long-term care/asset protection planning. To register for an upcoming workshop, please submit request below.

Analysing the Data
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