Financial and Insurance Services
Financial
Aging Consultants Group
Aging Consultants Group combines the experience of a Financial Advisory Firm with a comprehensive care management perspective to help our clients plan for their future years. Through education and assessment of aging and health issues, we anticipate the possibilities then prepare and coordinate resources to meet their individual aging care needs. Our goal is to reduce the burden on loved ones and bring peace of mind. Our dedicated team is ready to help facilitate a process designed to support a rewarding and enriching life as you or a loved one experiences the complex issues of aging.
Address: 4211 Pleasant Valley Road Suite 260, Chantilly, VA 20151
Phone: (703) 956-6449
Email: info@agingconsultantsgroup.com
The Eveland Group at Merrill Lynch
The Eveland Group strives to honor Charles Merrill's commitment to putting clients' interests first. With the resources of Merrill Lynch, we'll place you at the center of the wealth management process. With nearly 100 years collective experience in the financial
industry, our team has the kind of perspective and knowledge we believe few can match. We understand industry trends and risks. But the most important thing is understanding you. We start with a conversation, building a foundation based on you.. Our advice
and strategies are guided by what's meaningful to you and helping turn your goals into reality.
Address: 3 S. King Street, Leesburg, VA 20175
Phone: (703) 779-5377
Email: jbennett7@ml.com
Lifecare Affordability Plan
The Lifecare Affordability Plan (LCAP) is a single-fee, healthcare-driven financial plan. The LCAP helps seniors and their families plan better to pay for care solutions now and in future years as needs most likely increase. The LCAP combines a holistic senior housing and healthcare perspective with the experience of a wealth management firm. Through our three-step process, we work with clients to anticipate, prepare and coordinate resources to meet their individual aging care needs. Our goal is to empower loved ones, bring peace of mind, and support families through the complex issues of aging.
Address: 1650 Tysons Blvd, Suite 1575, Tysons Corner, Virginia 22102
Phone: (703) 940-3485
Email: info@affordlifecare.com
MassMutual - Capitol District
We design strategies to businesses that serve the LSIN community, individuals and families for: family and life changes, preparing for the future, unexpected hardships, long-term care, annuities, wealth accumulation, life insurance, trust services, investments, disability, employee benefits, succession planning, retirement planning and financial management. Possible discounts for business providers of LSIN available.
Address: 1593 Spring Hill Road, Suite 500, East Vienna, VA 22182
Phone: 703-394-2401
Email: sgumm@financialguide.com
Mutual of Omaha Reverse Mortgage
We offer financing options for those wishing to access the equity in their home, refinance out of their current mortgage or purchase a home. In each case, there is no monthly mortgage payment for as long as the home is their primary residence. We provide financial security to help folks age in place and live a better life.
Address: 8820 Columbia 100 Pkwy #201, Columbia, Maryland 21045
Phone: 571-594-6178
Email: dmetcalf@mutualmortgage.com
Insurance
HealthMarkets
As a Medicare specialist, I am dedicated to helping people navigate the complexities of Medicare advantage, prescription drug and supplemental insurance plans. Because I represent all carriers in the state, I am able to help people enroll in the best plan based on their needs. I provide a complimentary needs analysis to determine if their doctors are in the network and their prescriptions are covered.
Address: 10611 Balls Ford Road, Suite 280, Manassas, VA 20109
Phone: (703) 606-3013
Email: cweaver@healthmarkets.com
Reverse Mortgage
Fairway Independent Mortgage Corporation
Providing expert knowledge and set up of the Reverse Mortgage product, a.k.a. Home Equity Conversion Mortgages. In-home consultations. Refinances and home purchases.
Address: 149 Creekside Lane, Winchester, VA 22602
Phone: 540-686-1170
Email: lisa.carper@fairwaymc.com