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Informer Services

Education is one of our biggest focus areas.  We want you to understand your needs and options.  To assist with that, we have developed the Informer Series of Publications. These informative booklets cover the basics of various topics, including Retirement Preparation, Explaining Long Term Care, Your Medicare Options, and even a look at Medicare Part D. If you see a topic that interests you, or may benefit a family member, we encourage you to request a complimentary copy at If any of these publications bring up deeper questions, we'd be delighted to sit and discuss your situation with you, so give us a call.

Managing Your Retirement

If you are approaching retirement, or already there, this booklet describes the SIX MOST IMPORTANT areas in our life that you need to shore up to have a more successful retirement.

Long Term Care Informer

Medicare does NOT cover nursing care. You need to have a plan in place before your health changes! This Informer gives an introduction on how to plan for and help cover nursing home/assisted living costs in your future.

The Medicare Informer

For those getting close to Medicare, this booklet will guide you through the maze of information you are receiving, and make clear in just a few pages how Medicare works, and how to make the right choices for your supplemental coverage.

Medicare Part D Informer

You can't judge these plans by price alone. This pamphlet will walk you through the four phases of the Medicare Part D Prescription Drug program, and teach you how to determine the best plan for your particular prescription needs.

Your Estate Informer

A Will or a Trust? Which do you need? You actually need more than that! This booklet describes the proper legal documents you need to secure today, for your sake and your family's sake!