The financial world can intimidate and overwhelm anyone. We are here to help. We will listen to you, find the answers and create the solutions you need. When you leave the active, full-time work force, what should you do with your retirement savings to ensure that you will still have money to pay the bills 20 or even 30 years down the road? Don't let yourself get paralyzed into doing nothing. Contact us instead.
We strive to make Senior Citizens aware of the Tax Free Long Term Care Pension available for Veterans and their Surviving Spouses. We also help seniors navigate the Medi-Cal Long Term care application process. Find out how our services can help you.