My Legacy Estate Planner

Areas of Legacy Planning

Insightful Information

Healthcare and Medicare Planning


Healthcare methodologies are evolving at an incredible pace making healthcare environments and delivery systems more complex than ever before. Our firm focuses on the knowledge component of knowing the best trends which allows our clients to objectively and accurately assess their needs.

Savvy Medicare planning will enable us to speak knowledgeably about the complicated and often confusing Medicare benefits.  We believe that our niche blends health care guidance with proper financial planning that protects your retirement nest egg.

Please reach out to us for a complimentary consultation.