Typically when you think of financial advisors you really think of investment advisors--experts who hold security licenses and invest and manage money in the stock market. While these experts are important to have when amassing wealth and building retirement accounts, they are not trained or qualified to help you with retirement planning--the nuts and bolts and long-term ramifications of IRA/pension strategies, Medicare, long-term care, Social Security planning, estate and tax planning, and other retirement issues. We are trained and experienced in these specific retirement and longevity areas: FINANCIAL LONGEVITY PLANNING • RETIREMENT INCOME PLANNING • IRA/PENSIONS (ED SLOTT ELITE ADVISOR) • DAVE RAMSEY ENDORSED LOCAL PROVIDER (ELP) • LONG TERM CARE (CLTC) • SOCIAL SECURITY • MEDICARE (AHIP) • RISK MANAGEMENT / INSURANCE BROKERAGE