Brian was extremely aware of our choices for the type of long term care plan that we were looking for. First he started with information to help us design coverage for our needs. He saved us from making a huge mistake that we were about to make with a previous advisor. We feel good about finally making a decision and setting up a plan. Our children are very glad too!!!!
Don L.
This was one of the more difficult personal finance decisions we have had to make: our financial advisor urged us to leave the money invested