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“The key to success has more to do with understanding the health/wealth connection than it has to do solely with your financial accounts.”
– Jeannette Bajalia
“Will I have enough money in retirement?” That’s the most common question we hear from the women we work with. We create a plan to make sure you have reliable income – no matter how long you live.
Your Retirement Lifestyle Protection Plan® includes:
For many women, health care is one of the top concerns as they age. Many women want to know who will provide their care in the event of a health crisis – and how they’ll pay for it.
Your personalized Health Care Plan addresses:
We get it: Your future isn’t just about you, it’s also about your family. We help you continue to care for those you love – even after you’re gone.
Your Estate Plan covers: