One of the biggest problems in the financial services/insurance industries is the number of “bad advisors.” What is a bad advisor? Our definitions will come from the Bad Advisors book written by Roccy DeFrancesco, JD. To read Bad Advisors for FREE in an e-format, click here.

Most people just spend their money on nursing home care until they’re broke.  It doesn’t have to be that way.  With a solid Medicaid Protection Plan, our team of highly-skilled Medicaid Planners can help you find legal ways to keep more of your assets.  Medicaid can also pay for home care and in some states even assisted living.  You can… read more →

What is asset protection?  Most asset protection “gurus” believe asset protection revolves around helping clients who have money protect that money from your “typical” creditor from a negligence suit.  A few examples of a typical creditor are: someone injured from someone negligently driving a car, a patient who sues a physician for malpractice, or someone who slips and falls on property and… read more →