Author: Aaron Steele

Aaron Steele, a 30-year veteran of the financial services industry. A proven leader, Steele's success comes from his deep commitment to his clients, offering full-service, fee-based solutions that prioritize wealth management, retirement planning, and asset protection. As a dedicated advocate for the senior community, Steele also specializes in long-term care pre-planning, crisis planning, Veterans and Medicaid strategic planning, and more. His singular goal? To ensure your financial freedom, and the well-being of your loved ones, through strategic and conscientious financial planning.
September 14, 2023
Unlock Medicaid: How the Middle Class Can Benefit Too

Understanding the Scope of Medicaid Medicaid is often pigeonholed as a form of health insurance solely designed for economically disadvantaged individuals. Although this perspective isn't incorrect, it is incomplete. Medicaid also offers provisions for long-term care, encompassing assistance with Activities of Daily Living (ADLs) like bathing, dressing, and grooming. Eligibility Criteria: A State-by-State Analysis Qualifying […]

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June 23, 2023
Maximize Senior Care Investment - Empower Parent's Finances

As the great waves of baby boomers enter their golden years, the burden of managing their care often falls on their children. This care often comes with heavy financial costs. However, there are senior care investment tips to make your parent's money work for them, easing the burden and providing them with the care they […]

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