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Along with Long-Term Care Planning, we specialize in IRA repositioning, and Charitable Giving Strategies. Medicare Supplements, Life Insurance, and Annuities compliment our portfolio of products.

New laws took effect on January 1st, 2010 with regard to funding Long-Term Care. Thanks to the Pension Protection Act, there are many more tax advantages using annuities and life insurance. Yes, Florida participates in the Partnership Program, allowing Medicaid Asset Protection.

Thank you once again for visiting our site. I look forward to assisting you in the near future. Please contact us to review what is best for you at 800-861-9757.

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