News & Past Events

VA Aid and Attendance Pension Awarded

The best part of the day was delivering the good news to our Veteran Clients that they have been awarded the Aid and Attendance Pension. The reason for Frank's big smile is that we were able to get him the pension within 60 days of applying!

VA Pension Planning Success at the Lake Mary Library

We would like to thank the Lake Mary Library for providing us the space to hold our VA Aid and Attendance Workshop. The nice group of veterans and spouses learned how they may qualify for the realitively unkown VA pension. The Aid and Attendance pension helps senior veterans pay for their assisted living costs of care.

VA Pre-Planning Workshop at the Oviedo Library

We had an excellent turn-out at our VA Pre-Planning workshop held on Tuesday. Thanks to the Oviedo Library for allowing us to use their location. Now more families are educated on the VA Aid and Attendance Pension program and whether their qualify for beneifts.

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FINANCIAL ADVISOR     RETIREMENT PLANNING     IRA PLANNING     INSURANCE     FINANCIAL ANALYSIS     LONG-TERM CARE PLANNING     VA PENSION ASSISTANCE      MEDICAID PLANNING     ACTIVELY MANAGED INVESTMENTS

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