Headsail Financial Strategies
Planning for life’s journey by protecting Income & Assets now and into retirement
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Medicare
As you get started with Medicare, you have a choice in how you get your Medicare coverage. And, there are some important decisions for you to make.
Welcome to Headsail Financial Strategies
There are many risks during what we call the Retirement Red Zone that can hurt the security of your retirement years. Our Transition to Retirement Process helps you navigate the government programs and the critical decisions you have to make with them, as well as helping you transfer your benefits and income needs from your work life to your retirement life.
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Recent News
Long-Term Care: Questions, Concerns, and Answers
As we and our loved ones age, long-term care (LTC) becomes an ...
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How LLIMMT Can Impact Retirement Savings
Retirement savings, essential for independence in later years, ...
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Donations and Tax Savings: Your End of Year Giving Strategy
The end of the year is a perfect time to give back to others ...
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An End-of-Year Financial Checklist
As the end of the year approaches, it’s time to start ...
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