WELCOME

It is our intention for this website to be a useful source of information for both our clients and our various strategic partners. Long-term care planning and financing is an area of retirement planning that is extremely unique and individually specific. In other words, there is no “one size fits all” solution. Our website is designed to provide both information and guidance in the planning process.

It is our hope that you find the below features beneficial.

  • Cost of Care tool
  • Resources tab consisting of various links, videos, audio recordings, and publications that we’re either a part of or highly recommend
  • 20+ years’ worth of testimonials from clients and strategic partners
  • Social Media. Join us on Facebook, LinkedIn, and Twitter.

HAPPENING NOW

In the news…

Kirk Matenaer on Lowcountry Live!
Watch Kirk discuss the 2015 Medicare Annual Enrollment Period.

Wishful Thinking is Not a Retirement Strategy
Click Here to read Chuck Jaffe’s recent article “Five Lies People Tell Themselves About Retirement Savings.”

This NY Times article points out the value of good service in our industry. What’s depicted in this article has never happened to one of our clients. Click here to read.

Another reason why Medicaid is usually not the best answer for Long Term Care.
Click here to read the article.

In 2014 The Long Term Care Insurance Industry Paid $7.8 Billion in Claim Benefits.This is a 5% increase from last year Click here to read the article.

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