A Senior Friendly financial planning firm

We are a safe financial senior driven planning firm. I work with Seniors so that they will understand where all of their assets are and how they relate to risk and income.I do NOT charge fees for service. I have always felt that if I do my job right then the Senior will follow my advice. The companies that supply the financial solutions can pay me---there is no need for the client to pay twice. We also explain Medicare,Medicare Supplements,Medicare D and MedicAid programs for our clients. ...

We are a safe financial senior driven planning firm. I work with Seniors so that they will understand where all of their assets are and how they relate to risk and income.I do NOT charge fees for service. I have always felt that if I do my job right then the Senior will follow my advice. The companies that supply the financial solutions can pay me---there is no need for the client to pay twice. We also explain Medicare,Medicare Supplements,Medicare D and MedicAid programs for our clients. I have 51 years of experience in the financial plannig and insurance industry. I work with my youngest daughter Katie. She has been with me since 2002 so between us we have over 62 years of experience to offer you.