Building a Solid Foundation for Your Retirement.

Links to Insurance and Financial Services Companies:

Mutual Of Omaha



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


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



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



Better Business Bureau