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Our Mission

Our Mission To You


To structure effective retirement income plans, how to mitigate risks to the plan, and how to create a sustainable stream of income to last throughout a client’s retirement years.


To educate baby-boomers in the fields of Retirement, Income Planning, Long Term Care, insurance, about the severe consequences a need for care over an extended period of years would have, not on just out client, but on the emotional, physical and financial wellbeing of those the client loves.


The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.