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Income & Assets

Let's face it -- people are living longer. Some of us have seen our loved ones reach age 100 and beyond! According to Harvard Medical School, the average life expectancy for Americans in 2021 is 79.1 years for women and 73.2 years for men (Shmerling, 2022). Look at the numbers. Nearly half of us will require long-term health care at some point in our lives. With more baby-boomers seeking care at a growing rate, we can only expect costs to continue rising. Long-term health care costs are a leading cause of bankruptcy among retirees. Having a plan to address these needs down the road can make all the difference in the world. Let us work with you to prepare for the future. Schedule your consultation today.

How can we help you today?

We only represent A-rated carriers that have a strong reputation for financial strength and customer service. Let us work with you to develop a plan that will provide you with the peace-of-mind to know that you will be taken care of if the day comes that you need a little extra help with activities of daily living (ADLs). Protect your independence, protect your nest egg, and protect your future. Set up your consultation today.

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Long-term Care Planning

We work with clients to ensure independence and quality care should the need for long-term healthcare arise. Our team will evaluate your personal needs and help you put the right plan in place to provide quality care and protect your nest egg. You must be relatively healthy to qualify for this type of coverage, so don't wait until it's too late. Contact us today to get started.

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Disability Insurance

Would your family or business struggle to get by if you lost your ability to earn income due to illness or injury? If you answered yes, disability insurance should be a part of financial plan. Paying a little now will prevent paying a lot should something catastrophic such as an injury, stroke, or heart attack occur. We don't know what is around the corner. Be prepared. Get started now.

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Retirement Income

People today are living longer than ever before. With an increase in life expectancy comes the possibility of outliving our money. We need a plan to overcome any unexpected financial pitfalls associated with living longer..We realize it sounds crazy, but the hurdle is real. Ensure that your money will last a lifetime. Speak to our team today and protect your income for a lifetime.

Is long-term care coverage is right for you? Learn how LTC insurance protects your independence and the nest egg you built.

What is disability insurance? How does it fit into your financial plan. Learn how disability insurance protects your income stream.

Learn how disability coverage protected one family from financial disaster. Having a plan makes all the difference.

How can we help you?


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