About Us
We specialize in Medicare planning, health, insurance for individuals and groups, and long-term care insurance.
In addition, we assist business owners determine the value of the business, succession planning, buy-sell agreements, executive benefits, retirement plans, and financial advice.
How We Got Started
Career has included administration and ownership of long-term care, facilities, financial advisor, and specializing in Medicare, Health Insurance, and long-term care insurance
The products and services we offer
Recommendations Received (7)
"He is very knowledgeable and has years of experience. He knows what it takes financially to plan..."
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"He is very knowledgeable and has years of experience. He knows what it takes financially to plan for taking care of an aging parent and:or yourself!"
"Financial planning and advice just for you!"
Products & Services
The latest guide for families, caregivers, and financial professionals into the latest trends and thinking for a new generation- Future Independenc...
I work with advisors and agencies to integrate long-term care planning into their practice.
I work with advisors and agencies to integrate long...
We will all face the inevitable care crisis. Many of us are already facing it as caregivers or in the sandwich generation. Avoiding the conversatio...
Recommendations Given (6)
"Experienced, knowledgeable, innovative, and compassionate. Christy can resolve many of the issues..."
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"Experienced, knowledgeable, innovative, and compassionate. Christy can resolve many of the issues facing your loved ones "
"Great friends and food.... our new neighborhood spot!"
