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Successful Senior Retirement Planning

The secrets to successful senior retirement planning doesn't have to be a secret! Celebrating life and prosperity with our good client Adolf. He is a 90 year old WWII veteran that is as sharp as a tack and is able to smile knowing that with the right planning his family will not experience any financial burden due to the cost of his health care!

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Featured Posts

Surviving Spouse receives Aid & Attendance

Veteran & Spouse Receive VA Pension

VA Workshop - Brookdale Orange City 6/15/17 @ 5:30 p.m.

VA Workshop (Brookdale Island Lake) 5/17/17 @ 5:30 p.m.

VA Workshop - Grand Villa (Altamonte Springs) 5/11/17 @ 5:30 p.m.

VA Workshop (Windermere Library) 6/29/17 @ 5:30 p.m.

A little assist helps this happy veteran

VA Workshop (Superior Residences) Clermont 4/20/17 @ 5:30 p.m.

Surviving Spouse WWII Veteran receives VA pension

Gentry Park (Orlando) VA Workshop

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Unprecedented!

2021 Increased VA Benefits Amounts

VA Workshop - Brookdale Wekiwa Springs - 8/2 @ 5:30 p.m.

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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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