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
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
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.
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
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.