Retirement Planning Solutions
Long Term Care Planning
- Provide for future long term care needs.
- Protect assets from long term care costs.
- Increase your ability to live at home with home health care solutions for your specific circumstances.
- How life insurance can help with critical or chronic illness care!
Estate & Trust Planning
- Protect your home and assets for use by your spouse (before the need for a nursing home or home health care).
- Understand the Title 19 5 year lookout period in CT and how to plan ahead.
- Unique solutions for difficult challenges!
- Elder care attorney referrals throughout CT.
Legacy & Life Insurance Solutions
- Complete life insurance policies review & evaluation.
- Leave your family free of debt & provide for loved ones.
- Conversion of a portion of assets to tax free inheritance.
- How life insurance can help with chronic or critical illness care while you’re still living!
Retirement Income Planning
- Protect assets from market risk & fluctuations.
- Strategies to maximize your 401k – IRA – CD’s – Savings – Inheritance.
- Social security planning for success!