There’s no substitute for experience and a proven track record when it comes to financial planning, estate planning, and senior retirement preservation planning with financial advisors. Choosing a financial advisor for estate planning, college planning advice, or senior retirement & VA Aid and Attendance is one of the most important decisions you’ll ever make.
Horizon Retirement Advisors owner, Dave Mello, doesn’t believe in putting his clients investments at risk, providing safe, insured investments that are probate, judgment and creditor proof. Dave will, personally, perform a detailed analysis of your health insurance coverage and financial portfolio to determine whether or not you are receiving the maximum available benefits and return on your investments.