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How We're Different

We provide you with peace of mind. As a sibling with a brother with Down syndrome, we understand what keeps you awake at night.

Medicare is part of the foundation that protects the resources that you’ve worked so hard to accumulate. We can help you make the right choices concerning your Medicare options.

Our Values—Trust. Honest. Integrity. Check out our testimonials.

What we offer

We provide advice, special needs and Medicare planning, insurance, trust funding solutions and advocacy services.

Advice

Advice

Whether it’s Special Needs or Medicare Planning, it can be confusing. We help you take the next step forward.

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Special Needs Planning

Special Needs Planning

Let us help you sleep better at night.

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Medicare Planning

Medicare Planning

We help you choose the right Medicare option to protect your assets.

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Insurance

Insurance

We have the right insurance offerings to protect what matters most to you.

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Trust Funding

Trust Funding

We help you to leverage your money to maximize your child’s trust fund.

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Advocacy

Advocacy

As professional advocates, we can be there when you can’t.

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A Specialty Practice

Get the Support You Need For Your Financial Goals

We understand your concerns. Whether you’re a parent worried about your disabled child’s future after your gone, or a senior looking for guidance regarding your Medicare options, we’ve been there. Let us help you find the best solution for you.

Guidance You Can Feel Confident About

Our first priority is helping you take care of yourself and your family

Medicare, Special Needs and Estate Planning

Medicare, Special Needs and Estate Planning

We’ll work with you and your family to develop a strategy that meets all your needs.

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Client Centered

Our business is built on a foundation of thoughtful client relationships.

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