Specializing in Government Benefits

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Asset preservation, such as married couples where one spouse needs Medicaid to pay for long term care while preserving assets for a well spouse, is a specialty for us. These are fee based services in PA & NJ. We reduce your losses and take the financial burden off the family.  Discounted fees to veterans and their families.

Helping seniors understand the in's and out's of Medicare, including the unknowns of Medicare Parts A, B, C & D.  We'll review their options & provide best case alternatives to fill gaps in coverage based on their health, finances, personal needs & insurability.  This process can start at age 64, prior to enrollment three months before their 65th birthday.

Transitioning retirees receive a personalized evaluation and together we will determine the best combination of elections for maximum payout while collecting Social Security Payments.

Planning for senior veterans and/or their surviving spouses in need of funds to offset the cost of assisted living, memory care and home care. We make a complicated task simple. 

From an immediate crisis to pre-planning for  retirement, our approach is to educate you on your options so you can choose what is right for your future needs.

We streamline the process for Government benefits so families can reduce their worries, increase their income and provide support to loved ones.