Our Services

Long-Term Care Consulting

  • Help you navigate the complex world of insurance coverage, including answering questions and providing assistance with long-term care insurance claims

  • Review your existing plans and policies

  • Advise on retirement planning strategies to meet your goals

Long-Term Care Insurance Brokerage

  • Pair you with individual and small group insurance protection

  • Provide options to choose from to meet your coverage needs and financial requirements, accessing policies from multiple companies

  • Collaborate with a network of professionals to construct the most tax-efficient plan, including attorneys, CPAs, and CFPs®

Our Clients

We offer guidance and support to clients not only in Virginia but throughout the country. We work with:

  • Individuals

  • Couples

  • Families

  • Self-employed

  • Small business owners