Being financially secure is vital to your well-being and independence in the future. Now's the time to re-examine your goals and make sure your funds are set up to meet your needs. We can help with any and all of these services.

• Establishing Goals: We'll discuss your goals and determine if they're being met. As needed, we may refer to other financial professionals.
• Financial Analysis: We'll look at your income sources and other assets/benefits available to determine how to meet your housing and care needs.
• Identify Needs: If you need additional tax or financial planning we may refer to other financial professionals.
• Monthly Bookkeeping: Do you need help managing your finances? We help you keep on top of monthly budgeting, bill-paying and investment management, working together with your family members if you wish.
• Insurance Review: We can review Long Term Care insurance policies, or health insurance/Medicare EOB's if claim problems exist.
• LTC Insurance: We can work with insurers to initiate claims or resolve problems. If Long Term Care insurance is needed we can refer to qualified professionals who will assist you in selecting the right product for your needs and budget.
• Reverse Mortgage: We work with providers who can help you stay at home, using your asset to meet that goal.
• Medigap or Medicare Plan D [RX] plans: We work with professionals who know the details of these plans and can help you analyze and select the plan that meets your goals.

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