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Finance, Insurance & Mortgage

Retirement planning can be tricky, here are local and national companies designed to help you save and plan for later years.

  • Establish security in retirement and ensure that you are meeting future financial goals
  • Ensure that you are properly utilizing your assets to meet your needs
  • Understand long-term care insurance and what it covers
  • Know the pros and cons of reverse mortgages

Search metro area and national listings for Financial Services below.

Finance, Insurance & Mortgage

National Listings

Ability Mission

Ability Mission helps you apply for disability grants and benefits that you quality for. Their no-cost editing service helps speed up access to financial and other aid.
www.ability-mission.org/
info@ability-mission.org

Consumer Guide for Seniors

Maryland’s Office of the Attorney General offers a comprehensive guide highlighting many of the investment frauds aimed at seniors.
www.oag.state.md.us/Consumer/seniors.pdf

Everything But The House

Everything But The House
EBTH is home to more than 100 estate and consignment sales per month, selling special pieces of every vintage and style from homes across the country
www.ebth.com/
(888) 862-8750

Lara, May & Associates, LLC

Lara, May & Associates, LLC
Rick Gow is a seasoned Wealth Management Advisor, a member of the Society of Certified Senior Advisors®, and recognized speaker on many senior related long term care financial planning topics. He primarily works with seniors and their caregivers and family members, related to all aspects of long term care financial planning.
www.laramayllc.com
(571) 405-3886
rgow@laramayllc.com

Life Credit Company

Life Credit Company provides cash to life insurance policy holders in need of replacing lost income, paying for drastically increasing medical bills, coping with change to their physical surroundings and environment, and more.
www.lifecreditcompany.com/
(888) 274-1777

MAGA LTD

MAGA LTD
MAGA LTD has specialized in Long Term Care planning for the past 40 years. We have an in-depth knowledge of the evolving LTC insurance industry and can assist you and your families with LTC planning.
www.MAGAltc.com
(847) 940-8866
maga@magaltc.com

Personal Black Box System

Personal Black Box System
The Personal 'Black Box' System is a "go to" record keeping system designed to organize legal, financial, insurance, and household relationships.
www.personalblackboxsystem.com/
(513) 254-6883
info@personalblackboxsystem.com

Retirement Planning Guru

Retirement Planning Guru
We provide retirement management services. We make sure you succeed, both pre-retirement and post-retirement in wrestling with the five challenges of retirement management: cash-flow, investments, law, risk and tax.
www.retirementplanning.guru
(703) 727-1111
kevin@retirementplanning.guru

SeniorDiscounts

The largest directory of discounts, over 250,000 listings, for people 50 years of age and older. We feature discounts on everything from travel, restaurants, and entertainment to groceries, movies, and pets.
seniordiscounts.com/
info@seniordiscounts.com

The Mutual Fund Store

The Mutual Fund Store provides unbiased investment advice and asset management as a nationwide system of registered investment advisory firms. Our focus is on doing what's right for our clients.
www.mutualfundstore.com/
(800) 375-3000

USA.gov Consumer Protection for Seniors

www.usa.gov/Topics/Seniors/Consumer.shtml

Usa.gov: Grandparents Raising Grandchildren

If you take care of grandchildren, find grandparent programs in your state and get information about benefits, assistance, and more.
www.usa.gov/Topics/Grandparents.shtml

Wealthminder

Wealthminder is a free service designed to help you find a suitable advisor for your financial needs. Take just a few minutes to describe what you are looking for and get free, no-obligation proposals from our nationwide network of fee-only, fiduciary financial advisors.
www.wealthminder.com
(571) 766-8021
advisor-services@wealthminder.com

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