My wife and I attended a seminar (round table) for some planning information and found it to be very helpful with suggestions and ideas to consider for planning as we age. We signed up for a meeting with Brian for additional information for a plan focused on our current situation. Brian offered many options on a variety of coverage, funding options and advice on what would fit our current position. We met with our financial advisor and his input of the plan we were considering and his advice was positive. We moved forward in the process, we now have a plan in place and are comfortable with our choice. Both Brian and Madalyn were very accommodating in the entire process and we felt extremely comfortable interacting with them. We definitely would recommend them to our friends, family and anyone researching long term care options.
Bruce B.
Brian and Madalyn are real professionals and they know their business. Their advice and recommendations were sound and they custom made an option that met