Financial Services

Service Description

Put a lifetime of business expertise including: owning and representing a variety of businesses, consulting individuals and families in their business pursuits and investments, and building a network of insurance and financial planning which span the past 47+ years, to work for you! Are you interested in: Free Living Will and Powers of Attorney/Guardianship documents for your family Protecting your family when the unthinkable happens Planning wisely for your retirement and existing plan review Assistance with Medicare and/or review of existing Medicare plans Questions about financial concerns or issues Issues affecting senior citizens such as: Are you familiar with the cost of a long term care stay?

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