Available Services

Social Security

Choosing when to start Social Security benefits and navigating Social Security enrollment can be overwhelming. Skip the trip to the office and start your benefits at the right time with a consultation from our team. 

Long - Term Care

Medical and nursing home costs are some of the largest causes of bankruptcy in the U.S. Allow our team to provide simple and effective strategies to anticipate and prepare for the costs of long-term care.  

Medicare

Whether you're newly eligible for Medicare or feeling a need to review your coverage, our team will help you to understand the difference between Supplement and Advantage plans, and guide you to the best option for your lifestyle. 

Final Expenses

Nobody wants their final days to be a burden on their family. A small monthly investment today can ensure your family is financially prepared for the eventuality of passing. Whether pre-paying for your arrangements or leaving a legacy, our team can provide affordable strategies to bless those you love.

Financial Planning

Retirement can often mean a transition in financial priorities and risk tolerance. A comprehensive plan from our team will help you to feel confident in your financial future as you enjoy retirement.  

Critical Illness 

When diagnosed with a critical illness, finances are the last thing anyone wants to worry about, but the high cost of medical care can feel impossible to ignore. Financial planning for Cancer, Heart Attack, and Stroke can give you the peace of mind to focus on recovery when the time comes.