Disclosures

Client satisfaction – Score calculated based on client feedback via satisfaction survey conducted after annual review meetings.
 
Client retention- Score calculated based on total clients from 2015-2020 minus clients lost divided by total clients.  

Recent Tweets

Randy Hargett of Capstone LTC Advisors joins Casey Smith on the podcast to discuss long-term care insurance. The two discuss the various types of insurance policies & how a financial plan helps determine how much insurance you truly need. #longtermcare https://conta.cc/2RQ9saL

Should you react to market volatility around election time? Casey Smith provides advice in today's blog. https://conta.cc/2RL4V9k

We spend a lot of time worrying about running out of cash in retirement. You might be surprised to see some of the things you'll find yourself spending less on in your golden years. https://conta.cc/2RGaBl6

Attorney Anthony Kirkland joins the #podcast this week to discuss #Medicaid, #Medicare and nursing homes. Anthony has been practicing law for 38 years and focuses on the areas of #elder law, estate planning, #probate and #estate administration. https://conta.cc/3hBxkcv

Attorney Anthony Kirkland joins the Wiser Roundtable #podcast this week to discuss how to qualify for #medicaid. The episode comes out TOMORROW! You can listen on Apple Podcasts or your favorite listening app.

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