Comprehensive Senior Advice on Retirement and Finances
How We Help Our Clients
My name is Mack DeLeon. I am a certified senior advisor specializing in helping mature adults plan for future long- term medical costs. Even loving family members cannot assume all the detailed daily care routines for relatives when they begin to lose independence. That's why I established financial, resource, and benefit services. Each family's needs differ. I listen closely to your concerns and develop strategies to protect your financial, health, and long-term senior care options through private and public sector plans.
Our Expertise, And What Clients Think Of Us
I want you to know a few key points about who I am and my guiding philosophy. I am an independent agent advisor. Since 1990, I have built a successful business and have been recognized for my leadership in senior priority issues, resources, and benefit services.
We have served many clients who write us and tell us we have been a tremendous comfort in assisting them through some of the more difficult times in their lives, because of the professional and ethical approach we take in providing senior advice. Our clients have found that our knowledge of the issues facing seniors, even outside our specialty, and knowledge of where to find resources to help address those issues, have been invaluable to their success in dealing with the aging and retirement process and experiences.