Qualified Plans

As a business owner, there are several reasons you might want to implement a qualified retirement plan for you and your employees.  The least of which is that qualified plans provide numerous tax advantages. We can work with your accountants, attorneys, and other...

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A Living Will

You may recall that during the final weeks of his life, former President Richard Nixon refused "heroic measures" and received only palliative (comfort-easing) care at his home. Similarly, former First Lady Jacqueline Kennedy Onassis refused life-prolonging medical...

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Information About the Affordable Care Act

Official Website of The Social Security Administration

Medicare Made Clear *

Getting Started with Medicare Guide *

Medicare Basics *

  • The above three files are sourced from https://www.medicaremadeclear.com/information/medicare-guides



Leanne was personable professional, yet approachable and knowledgeable—made it all a breeze!

— Marie O.

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