Serving Tennessee’s Most Valuable Resource
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Veterans Benefits.
Retirement Planning.

320 Seven Springs Way

Suite 250

Brentwood TN  37027

(615)  714-3331

Our associates can assist families throughout the states of Tennessee and Kentucky. They are knowledgeable, professional, and understanding.  I f you have questions about paying for long-term healthcare costs - home healthcare or aides, assisted living, memory care, or skilled nursing care, call us and let us guide you through the process and complexities of locating and applying for benefits.  Our consultation is free.




Witnessing family members lose their entire life’s saving due to a lack of knowledge led Mike to build a financial practice that specialized in helping clients protect their assets as well as their future choices.  For over 36 years, Mike has helped families throughout Tennessee and Kentucky plan for the uncertainties that lie ahead and adjust to long-term healthcare environments.  Mike regularly works with families on issues related to VA and Medicaid planning.  While he has a keen awareness regarding long term care and retirement planning, he prefers to keep things straightforward and simple.   



Seeing the hardest working people who knew struggle in retirement instilled a strong desire to assist people in planning more effectively for their financial futures.  With extensive expertise in the retirement planning area, Michael brings over 18 years of experience in the financial services industry.  He strives to provide clients with a wide variety of planning solutions so they can better enjoy retirement.   Michael feels that when planning for a secure future the best surprise is no surprise.    


Our Associates

Activities and Appearances

Our associates are available to speak to groups at senior care communities, service clubs and organizations, senior centers, etc. on issues related to paying for long-term care.  

Don’t let your loved one suffer the indignity of dying broke . . . we can help find resources to minimize their out-of-pocket expenditures for care.  Your legacy can be assured with proper planning  . . . Both legal and financial.  


Our free consultation will provide you with the information you need to determine what benefits exist to help pay for catastrophic healthcare expenses.

Caring for your loved one can be emotionally, physically, and mentally exhausting . . .whether you are caring for them at home or helping coordinate their care in a senior community. We can help you formulate a plan for that care that includes making certain their legal and financial affairs are in order to minimize the amount of their savings they will be required to spend.


And, having a plan of action in case you aren’t available to provide that care will ensure that your loved one still receives the care they need.


Let us help relieve some of the stress and worry that comes with caring for an aging loved one.  Call us for a free consultation today.

(615) 714-3331