Finance/Legal/Insurance

Trusted professionals who provide these types of elder care services to make your long-term planning worry free.

LAW OFFICES of RICHARD JENSEN

8680 Grier Lane, Heron Suite, Eden Prairie, MN 55344
Telephone: 952-944-0406
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Website: www.jenslaw.com

Estate Planning with a business background. Rick Jensen has been helping families for over 30 years. Wills, trusts, probate and elder law planning are some of the services he offers.

If you can teach me about your family, your goals and your wishes I can help you understand the law, and craft a plan that meets your goals.

I’m a proponent of revocable living trusts. For the right person, they are an outstanding choice for an estate plan. I also believe that planning for possible disability is a critical element of a sound estate plan.

I promise to make the process understandable, affordable and to keep you and your family’s wellbeing as the key element of the planning process.
 

OSTDIEK GROUP, INC.

PO Box 490841, Blaine, MN 55449
Telephone: 763-670-3515
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Website: www.Ostdiek.CO

Independent Health Insurance Broker with an emphasis Medicare. Our goal is to educate our clients on Medicare and the options available to them. We offer no cost educational seminars that describe how Medicare works. Please feel free to contact us and we can put together a presentation for you individually or your group.

Some of the services we offer:

• Personal needs analysis
• Assistance with Medicare Extra help applications
• Education for new and current enrollees

Types of plans:

• Medigap or Medicare Supplement
• Medicare Advantage
• Prescription Drug Plans

Using your needs analysis, we can help you determine, would a Medicare supplement with a prescription drug plan, or an all in one Medicare Advantage plan be a better fit.
 

ACE TAX & FINANCIAL

7800 Equitable Drive, Suite 220, Eden Prairie, MN 55344
Telephone: 952-999-4760
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Website: www.acetaxandfinancial.com

At Ace Tax & Financial we provide complete tax preparation and review combined with financial services for seniors within the western suburbs of the Minneapolis metropolitan area. By helping our clients save money in taxes, we can find additional spendable income and ultimately provide strategies to guarantee income throughout retirement.

 

DAVID FREELAND FARMERS INSURANCE AGENCY

6520 Edenvale Blvd, Suite 235, Eden Prairie, MN 55346
Telephone: 952-893-9443 EXT. 2
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Website: https://agents.farmers.com/mn/eden-prairie/david-freeland

At the David Freeland Insurance Agency, we pride ourselves on providing outstanding customer service and ensuring each client is educated on their specific coverage options. Mr. Freeland specializes in Medicare Advantage Plans and Supplements, Auto and Home Insurance, as well as Life and
Disability coverage. Contact him today for any and all of your insurance needs!

 

MN BENEFITS

2832 Harriet Ave., Minneapolis, MN 55408
Telephone: 763-360-4879
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Website: www.mn-benefits.com

Independent Medicare broker helping individuals make the best health care insurance decisions for them. We work with ALL active carriers in MN and value being an objective, FREE resource. Giving educational presentations to groups and helping clients understand and choose the best Supplement, Part D or Advantage plan is what we do. Things are very complex and fluid with health coverage; we take price in staying abreast of legislative/industry developments. We also help under 65 clients and businesses/small groups obtain health coverage.

FAIRWAY INDEPENDENT MORTGAGE CORPORATION

4445 W 77th St Suite 105, Edina, MN 55435
Telephone: 952-797-6032
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Website: www.teamdominic.com

If you’re 62 and better, you can use a reverse mortgage loan to purchase a new home or turn your current home’s equity into cash. A reverse mortgage loan gives retirees the opportunity to potentially increase their purchase power or cash flow while eliminating monthly mortgage payments as long as you pay taxes and insurance, and maintain the home.

A reverse mortgage is NOT a sale: The deed is still in your name. The bank never owns the house. If you want to remodel, paint it a different color, or even sell it, you are the one in control because your name is on the deed - just like it is now.

A reverse mortgage loan could help you with:

• Converting part of your equity into cash
• Refinancing your current mortgage
• Purchasing a new home
• Supplementing your cash flow
• Paying for health care expenses
• Increasing your cash flow
• Bridging the Medicare Gap for ages 62-65

 

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