Our Services

Long-Term Care Consulting

  • Help you navigate the complex world of insurance coverage by reviewing your existing plans and policies, answering questions and providing assistance with long-term care insurance claims

  • Provide advice on tax-efficient retirement planning strategies to meet your goals

  • Act as your agent for powers of attorney, guardianship, advance medical directives and estate administration

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®

  • Document organization and insurance policy reviews and claims filing assistance

Other Services

  • Financial over-site for your assets, insurance and investments and income tax preparation support

  • Assistance with resources for aging in place, coordinating living arrangements, relocation and the sale of a home. (for more detailed information please see Moving Forward page)

  • Assistance with financial products such as reverse mortgages

  • Assistance with funeral pre-planning

  • Assistance with social activities and travel planning

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