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I love it when people say nice things about me!

I am truly blessed to have such wonderful clients and friends. I recently had 8 clients and referral sources agree to be part of testimonial videos. I told Tammy if I am ever having a bad day to have me watch the videos. I enjoy helping my clients and making sure...

Veterans’ Benefits Planning

More often than not, veterans walk away from their time of service without fully understanding what benefits are available to them.  The following are answers the most common questions about planning with Veterans’ benefits. If you have a question not listed...

Medicaid Planning

Planning for Medicaid is not really something any of us have in the forefront of our minds when planning for our future and eventual retirement, and while many of us will never need it, it’s always good to know your options when it comes to Medicaid planning....