Check the background of this financial professional on FINRA's BrokerCheck.


With the downfall of guaranteed pensions, and in light of the risks inherent to managing your own retirement assets, maximizing your retirement benefits is a significant part of retirement planning.  Our team has a specialized skill set in guiding client’s decisions on their benefits through in depth:


Social Security Planning

  • Applying at the optimal time

  • Coordinating spousal benefits

  • Maximizing survivor income

  • Longevity Insurance

Medicare Planning

  • The Fundamentals

    • Eligibility and Pricing

    • Enrollment

    • Management

Private Insurance

  • Prescription Drug Plans

  • Medigap Policies

  • Medicare Advantage Plans

Managing Health Care Expenses

  • Understanding and Projecting Total Health Care Costs

  • Long-Term Care Planning

Tell A Friend Tell A Friend
 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Third Party Web Sites – We may link to or provide access to other web sites or services from other companies or organizations. You agree that we are not responsible for, and do not control those web sites or services.

Check the background of this financial professional on FINRA's BrokerCheck.