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A Better Way To Insure For Long-Term Care

People ask me all the time…”should I buy long term care insurance? “ I tell them whether you buy insurance or not, at least have a plan for how you’re going to survive the costs of senior care should the need arise.  They are often surprised to hear that traditional Read more…

By Bruce Beaty, 7 years6 years ago

Updating your Estate Plan- When is it time to make a change?

A proper estate plan can protect you and your family in the event of illness, accidents or untimely death. With just a little advanced planning, we can help your family avoid wasted dollars and unnecessary hardship. Even if you have an estate plan in place, it should be reviewed on Read more…

By Bruce Beaty, 7 years6 years ago

Heartland Investment Advisory Services

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San Diego, CA 92128

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Advisory services offered through Madison Avenue Securities, LLC (“MAS”), a Registered Investment Advisor. MAS and Heartland Investment Advisory Services are not affiliated entities. This is intended for informational purposes only and should not be construed as tax or legal advice. Please consult your tax or legal advisor regarding your situation. CA Insurance License # OH69548

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