Health, Financial, & Estate Planning

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Medicare Planning

Have questions about Medicare? We will sit with you and show you how Medicare works. What does each part cover? When do you have to sign up? What’s the ‘Donut Hole’ and much more…

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-MEDICARE to get information on all of your options. We do not represent any Government Agency or Department.

Financial Planning

The period of time when you stop accumulating wealth and start distributing wealth requires a different mindset. Also, the tax implications can be daunting to the uninitiated. What's a RMD? When do I have to start taking it? What’s an annuity and how might it help me to attain my goals. Should I be in the “Market”? How do I make my money last as long as I do? Our on-site advisor, Aaron Gagnier RIA, will sit with you and devise a plan specific to your wants and needs.

Advisory services offered through Success Wealth Management, LLC, a registered investment adviser.

Estate Planning

Do you have an estate plan? What’s a trust? Who needs a trust? What is a living will? Matthew Fabisch, Attorney at Law, is our on-site Estate Planning attorney and is very knowledgeable in creating a plan to protect your assets from “Medicaid Spend Down” as well as Probate Court.

Meet the Team