It is our goal to provide solutions to the concerns of many mature Americans. In keeping with our promise we offer nothing but the quality products from well known companies.
Ares in which we can help with Retirement Planning:
- Paying too much for Medicare supplement insurance
- Failing to plan for LTC
- Rights and Options under Medicare
- Income Planning• Social Security Tax Reduction
- Improper allocation of assets
- Improper Transfers
- Understanding Medicare Laws
- Stretch IRA's and Minimum Distributions
- Veteran's Benefits
- Review of Life Insurance Policies/Statements
- Estate Planning
- Investment Planning
- Social Security Benefit Maximization
- Home/Auto/Umbrella Insurances
- Securities are offered through The Lincoln Investment Companies
In order to further service our clients we work directly with a full service public accounting firm; Charles Heaven & Co., Certified Public Accountants. We have an accountant at our disposal to help with a wide variety of accounting, auditing, and tax planning services.
We are also authorized to sell Auto, Home, and Umbrella Insurance through The Hartford AARP Program which offers extra benefits and lower rates for our over 55 clientele. Our office is very much a full service insurance and financial solutions provider.
When it comes to Medicare Advantage plans, you have choices. We can help you understand those choices and find the right plan for your needs.
Are you retired or soon-to-be retired and concerned about a steady income and making your savings last. We can help you reach your goals.
We are committed to providing the highest quality insurance plans available combined with some of the lowest rates offered in all of Connecticut.
When people think of long-term care they often think it involves nursing homes and home confinement, but long-term care includes so much more.
It's no secret that you should plan and save for that exciting day when you retire. And with life expectancies rising, this is more important than ever. The big questions are how much to save, what strategies to implement...
Medical debt is emotionally stressful because it is typically never occurs by choice. It is most often a result of an unforeseen illness or accident. It adds up quickly and unexpectedly, while intensifying the problems that ...
It is very likely that at some point a loved one in your family will need a nursing home. A majority of people over age 65 will need some type of long-term care during their lifetime.According to the Centers for Medicare...
The pre-mature death of a loved one is very traumatic.? In grieving your loss, the last thing you want to deal with is the financial consequences of losing your love one and the potential financial result of neglect.
10 Waterside Drive
Farmington, CT 06032
Toll Free: 866-201-7862