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!