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2711, 2017

You Need This International Health Insurance When Abroad

By | November 27th, 2017|Categories: Care Assistance Center|Tags: , , |0 Comments

The Care Assistance Center has partnered with GeoBlue to offer our clients a way to have the right international health insurance for peace of mind when traveling.

3010, 2017

Estate Planning Dos and Don’ts When You Buy a New Home

By | October 30th, 2017|Categories: Estate Planning|Tags: , , , , , , , |0 Comments

Beyond the financial considerations of owning a home, buying one can become a source of conflict for your family. Who should get your home if you and your spouse die unexpectedly?

507, 2017

Our RX Angel chooses the BEST Medicare plan to work for YOU

By | July 5th, 2017|Categories: Company News|0 Comments

This year the Care Assistance Center has invested in a revolutionary new tool called the RX Angel to assist our own clients with their annual enrollment with Medicare. The RX Angel takes all the guess work out of choosing what Medicare plan works best for you. Got your attention???

1705, 2017

Financial Planning Basics Book Is Out!

By | May 17th, 2017|Categories: Company News|0 Comments

Jeff's latest book, Financial Planning Basics, has just been released and is now available on When asked why he decided to write about financial planning, Jeff first began by saying, "We have working relationships [...]