We want to provide Freedom from stress, uncertainty and administrative burdens. Our Freedom services include 1) Unbiased retirement planning using your family’s living standards. Our program uses patented algorithms for spending, saving and investing and our assumptions are stress tested based on different investment return assumptions using monte carlo simulations as well as social security benefit what-ifs; 2) Documentation gathering and administration to prepare clients to file for Veterans Administration Aid & Attendance; 3) Medicaid application; 4) Long-term care decisions, administration and claims reimbursement.   

Handling issues in an orderly way is a gift to your family! Do you have a financial advocate?