Client of the Month October 2015 84-year old male was worried about being a burden on his kids. He’s had Chronic Lymphatic Leukemia for the past 20 years, he takes no Read More »
Client of the Month September 2015 State Partnership Plan A 64 year old woman wanted to look into limiting the financial risk of a long term care situation. She was worried Read More »
Tips on Successful Referrals Most of us like to refer our clients to other Trusted Advisors when we think it is appropriate and most of us do it the Read More »
Diabetes & Long-Term Care Diabetes is becoming more common and more treatable. However, diabetes does lead to more risks that involve long-term care situations Diabetes can affect many parts Read More »