Healthcare and Retirement Planning

image-2020-01-09-23-23-07-819
Noreen Q., Product Specialist
We understand the stress it can cause you and your loved ones while preparing for your long term care, medical and financial needs and the issues that arise even after you’re gone. There are also certain important legal aspects that most of us don't have the knowledge or even time to deal with, yet not preparing for it can cause substantial financial loss and added emotional burden. Allow us to help you understand and guide you through your options while providing you with solutions. Contact us, we’ll give you personal attention and consultation is always FREE.

Our services include

Healthcare Planning

Long Term Care Planning

Legacy Shield

Basic will preparation, Power of Attorney for healthcare and financial, full trust preparation, business succession preparation

Retirement Planning

Self-made retirement plans

Tips for your healthcare and retirement needs

Having long term care insurance allows you to afford quality care and help maintain your independence at home for as long as possible.
Consider having a last will and testament. Don't leave it to the courts to determine what your wishes are; it can be a very long and expensive process.
Planning ahead will provide your loved ones with the legal ability to act on your behalf if you become incapacitated.
Consider working with a provider that is accessible, stays up to date with legal issues, helps keep you get organized, and allows the right information to get to the right people at the right time.
Medicare may not cover every form of care so your retirement savings may become your safety net to pay for in-home care or a nursing facility.
Securing that you have a solid retirement plan in place will make sure you don’t become a financial burden on those you love the most. You want to be in a position to help out a family member’s financial situation, not make things worse.
Let's discuss your needs!

Looking for Advice?