A Note From Sharon R.

If you have come to this website looking for help in your long-term care planning, then you have come to the right place. 
I encourage you to take advantage of the tools and information found in this website. I am here to help you in this process. Everyone is different, so there is no cookie cutter plan for my clients.

I am a financial planner, whose practice has an emphasis in the long-term care and health care planning component of your retirement plan.  Financial planners, CFPs®, CPAs, and attorneys refer their clients to me for help in these areas. I work with people all over the United States. 

People contact me to help them with the intricacies of long-term care insurance, helping them decide if it is right for them and if they are eligible to buy it. I represent numerous insurance companies who have policies to meet all types of budgets. I also help people navigate the Medicare choices they must make when they turn 65. This includes Medicare Supplement Insurance plans along with the various companies offering them and the best pricing for the plans.


Thank you for visiting our website. Our goal is to help you better understand Long-Term Care (LTC) and Long-Term Care Insurance (LTCI) and how Long-Term Care Insurance can help you protect your hard-earned assets.

We have organized pertinent information and interactive tools that will help you understand not only Long-Term Care but also the potential financial ramifications of a Long-Term Care need. We invite you to take your time and explore this information at your leisure, and if you have any questions, please feel free to contact us.


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