Where careful planning
meets trusted guidance.
It is important to have a clear understanding of what it means to plan ahead for your or your loved ones care needs and beyond. We work with families, caregivers, and seniors to help make the most informed decisions regarding their current and future care needs.
Helping seniors make informed decisions since 2010.
Our Areas of Expertise
Where We Can Help
We offer a comprehensive suite of services designed to address our clients current and future needs.
LTC Insurance Claim Mgnt.
Click here to submit a no-charge policy review with our trusted partner LTCclaim.com.
What Makes Us Different?
After years of experience working with families and their loved ones, I've noticed a few things that have set me apart from others.
Though I offer a variety of services, rates are clear fully disclosed at the time of engagement.
One-to-One Client Relations
Clients have found value in working with an expert directly. You will never be transitioned to a support staff.
24/7 Client Access
Emergencies are never scheduled. It's easy to contact me any time assistance is needed.
Over 13 Years of Experience
Education is good, but experience is irreplaceable. I've been through the trials and helped hundreds of seniors.
I’m an advisor and estate planner and have worked with Brett on several different cases. As a trustee and fiduciary, Brett holds himself to the highest standard of excellence and trust, putting the best interest of his clients above his own. He’s dependable and caring and helps families navigate the difficult task of estate management, often during the time when the family is experiencing the most grief from the loss of a loved one. Having a neutral third party—who skillfully carries out the wishes of the deceased person—minimizes the inevitable stress that comes just on the heels of losing a loved one. I’ve recommended him in the past to my client and give my strongest possible endorsement to his practice.