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Some people dream of success. We make it happen.



​Do you worry if your money will last as long as you? Or about spending time in a nursing home? What about leaving something for your children? Or finding your way through the Medicare maze, and knowing what type of coverage best suits you? We specialize in solving these problems, and look forward to helping you....



Aren't we each unique as human beings? The same is true for our financial "lives" and healthcare needs.  We will bring the same passion, research  and determination to solving your needs, as we brought to solving our own....



We have worked for years helping so many

people address their Medicare and financial challenges and concerns.  Here are what just a few of them have to say....

What must you do to secure your retirement and peace of mind?

We work all our life, saving for retirement and looking forward to our dreams. The closer we get, the more uncertain, confusing and challenging things seem to become. When's the best time to file for Social Securitty? How do I find my way through the endless options with Medicare? Now that I have a nest egg, how do I use it, protect it, prepare for the unknown, and make sure it doesn't run out while I'm still alive?


We all face these questions. Our role is to find your answers. We will do the math, research the options that will best serve your needs, and then outline the solution for your unique situation. We have done this for so many before you, and look forward to helping you.

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