protecting seniors and those who love them

Whether you’re planning for the Future or facing a medical crisis, we are here to help.

What We Do...

We help you prepare for the future while you are alive and able to avoid chaos when life’s challenges emerge.  Are you at that point in life where you just want to be sure your affairs are in order?

When chaos occurs, we are here to guide you through to the other side. Are you a caregiver who needs help and doesn’t know where to turn?  Are you worried that a disabled loved one will outlive their money? Are you grieving the loss of someone and feeling overwhelmed about what to do about their estate?

Having a crisis?

You are not alone, we can help!

The Secret is OUT!

Here's what our clients are saying:

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Meet our team

Our team is full of incredible emotions to help you discover what is best for you and your loved ones

Feel safe and start planning now, you are in good hands

blogs & Videos

Take a look at our library of blogs and videos

Confused About Medicare and Medicaid?
Happy Holidays 2023, Now Is The Time, Wade's Words

Medicare becomes a person’s healthcare insurance when they turn 65. It pays for doctor visits, prescriptions, hospitalization, emergency care, and rehabilitative care. It pays for skilled medical care that stabilizes, improves, or cures the patient’s condition. Once skilled care is no longer needed, but the patient is not independent with activities of daily living, then […]

To Qualify for Long-Term Care Medicaid – STOP THIS NOW!
Happy Holidays 2023, Now Is The Time, Wade's Words

Long Term Care Medicaid has financial limitations on assets in order to qualify financially. The social worker assigned to the application needs to understand the history of gifting, account closures, the origin of money deposited into an account, and whether withdrawals from an account were used to purchase goods and services at fair market value. […]