News & Past Events

VA Workshop Success at the Ocoee Library

We had a great attendee turn-out for our VA Pre-Planning Workshop held at the Ocoee Library. A number of veterans and surviving spouses learned how they may qualify for the little known Aid and Attendance pension through the VA.

VA Workshop Success at Oakmonte Village

We would like to thank the wonderful staff at Oakmonte Village for hosting our VA Aid & Attendance seminar. Many of Oakmonte's residents learned how they may be eligible for this little known pension through the Veteran's Affairs. The Aid & Attendance pension helps our aging veterans and their spouses with the expenses of assisted living.

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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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