“Building a Solid Foundation for Your Retirement.”

Links to Insurance and Financial Services Companies:

• Mutual Of Omaha

• Genworth

• Prudential

• American Equity

• Allianz Life

• John Hancock

• Lincoln Financial Group

Other helpful links:

• Center for Medicare and Medicaid (CMS) - The official government website that will inform you and link you to information on Medicare, Medicaid, Prescription Drug benefits and much more.

• Social Security

• Senior Citizens’ Resources

• Federal & State Agencies

• Health for Seniors

• Money and Taxes for Seniors

• Retirement

• Elder Law Answers - A good site for estate planning, Medicare and Medicaid as well as other senior issues.

• Partnership for Caring - Has specific advance directive forms for each state.

For NC Residents: SHIIP

 

Partners:

Jeff Montjoy, CPA (864) 228-0822

500 South Main Street, Mauldin, SC 29662

 

Furman University, Osher Lifelong Learning Institute (OLLI)

3300 Poinsett Highway, Greenville, SC 29613

864-294-2994

http://www.furman.edu/olli/

 

Better Business Bureau

http://upstatesc.bbb.org/

Resources