What Our Clients Say

Hi Eric, Thank you for all your great info, the simple format you created and the time you take with your clients to explain details. It’s very appreciated. Warm Regards, Regina Bernardo June 25, 2014.

- Regina B.

Thanks again for your expert analysis--I feel that I've come to the right person for this important decision. Especially appreciate the time you put into this and find it easier to make my decision.

- Le Etta E.

Eric showed us a few different ways to tax-efficiently fund a long term care policy, and we were able to use part of our "rainy day" assets to pay for it. We didn't realize this was possible.

- James R.

My husband has some medical conditions that made it difficult to obtain long term care insurance. Eric provided several options, and we now have a policy. Thanks, Eric!

- Martha L.