- Tax Services
- Income Tax
- Mutual Funds
- Bonds
- Accounting Services
- Payroll Services
- Financial PlanningA graduate from The American College and the College for Financial Planning, Joe is our resident expert in maximizing Medicaid benefits for long term nursing home care. When you need your family assets protected, he's who you want in your corner.
- Retirement PlanningA Veterans Administration Accredited Claims Agent (since 2009), Jerry has helped families with Veteran's Benefits, Medicaid, Long Term Care Payment Strategies, and Life Care Planningâ„¢ since 2005. He has developed specialized retirement strategies for individuals and families, small business owners, and Seniors. Jerry is a member of the I
- Annuities
- Long Term Care"The uncertainty of the life cycle underscores the importance of long term care planning. Unfortunately, sometimes tragedy strikes and the family realizes in the throes of dealing with the immediate needs of the family member that very little had been planned for such a crisis.