Secure Wealth Planning Group Inc.

Lisa likes pottery because it speaks to her about life. Just as she shapes the clay into art, she has the flexibility to repurpose her resources in retirement. Do you?

You’ve done an amazing job preparing for . Congrats! What if you could use some of those dollars to help provide for future extended care needs. Let’s talk.

Have funds you’re holding on to? You can’t keep them in your account(s) indefinitely. Required minimum distributions (RMDs) will impact you at a certain age. Let’s work together to develop a strategy that can help you get ahead of RMDs... and maybe more.

Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.

Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.

Talking to a financial professional today about how long-term care may help you avoid sticker shock later.

Who will provide your care, and at what cost? Home care can be paid with long-term care protection. I can help with your financial services.

Long-term care allows you options....Stay in your home, if you choose, and get quality care you deserve.

Planning now for long-term care later locks in your premiums and coverage.

The stress of being the caregiver for a family member is hard for everyone. Plan for help, for the sake of your loved ones

Your future will happen, whether you plan for it or not. Don’t pay more later for not planning ahead.

Care for her without being the caregiver. Preparing now for an unforeseen long-term care event can help you live the life you want in retirement.

When you protect your retirement, you protect your freedom to pursue your favorite hobbies and discover new passions. Learn how long-term care protection from OneAmerica can help you safeguard your finances.

As a parent, protecting my kids always comes first. I want to leave them a legacy I can be proud of. I want to help them be ready for whatever comes next.

Expenses impact income in .
I can help. Let’s talk.

Everyone needs a plan to get down the mountain of . Obstacles
can create detours and halt your descent. Let me help you on your financial journey.

What’s the goal in mountain climbing? Most would say to get to the top,
but it’s really to get back down successfully. It’s the same with . I can help.

There are more options than ever to help you maintain comfort and
dignity when you need.

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There are more options than ever to help you maintain comfort and
dignity when you need.

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Not all protection is created equal. Understand the risk and learn your options.

Not all protection is created equal. Understand the risk and learn your options.

More than half of people are concerned about paying for long-term care services, but only 14% own long-term care insurance.

You can relieve the burden of from your family if you
get seriously injured or ill. Let me help.

More than a third of Americans are very or extremely concerned about long-term care expenses.

You planned a dream . Stay in control of that dream.
protection can keep you living where you choose.

60% of caregivers have to cut discretionary spending; 46% say providing
care impacted their health and well-being. What’s your strategy?

Medicare, Medicaid and medical insurance policies don’t cover most
costs. Live the of your dreams, on your terms.

Don’t just hope your family or government programs will care for you long
term. Make plans to live on your terms.

If your spouse has a stroke, your child’s in an accident or your aging
parents need help cooking and cleaning, what’s your strategy to care for them? Let me help.