Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Saving Mom & Dad ... And You! (Class)

August 1, 2018 6:00p - 8:00p Pacific Standard Time

Citrus Community College

"Saving Mom & Dad ... and You" is a 125-page book written to guide families through the perils of caring for elderly people during the last years of their lives. Written by Robert J. Cullen, CFP, “Saving Mom & Dad … and You” teaches consumers how to obtain government assistance to pay for long-term care without having to go broke first. This book demystifies VA Aid and Attendance for veterans seeking to help with assisted living costs. Class attendees will learn how to identify except and non-exempt assets and legitimately transfer assets to qualify for benefits.

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