About Us |
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Veronica Meldrum | Principle
Ronnie’s early career had her driving all over Northern Idaho representing Sterling Health Plans, helping people from all walks of life and financial backgrounds achieve security regarding their future health care needs.
Ronnie eventually wanted to have the flexibility to offer her clients a broader choice of plans and services tailored more closely to their individual needs, so she opened her own agency focused on helping Social Security recipients in protecting and preserving their retirement assets. Over the last several years, Ronnie has taught seminars on Medicare, Long-Term Care, Retirement Asset Protection and Medicaid Long-Term care Planning. She is always seeking more education to better serve her clients and she recently became a Certified Long-Term Care designee. She enjoys time with her husband, children and grandchildren. 
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Eric Meldrum | Principle
Eric joined the team in 2020 and helps educate seniors regarding Retirement Asset Protection, Medicaid Long-Term Care Planning as well as Medicare Insurance options
He is a graduate of Eastern Washington University and has had a long successful career working in both the public and private sector for employers such as Microsoft, the City of Bellevue, WA, and in Clallam County at Irwin Dental Center and as owner of Versatel Communications. Eric enjoys helping our clients find financial peace of mind and confidence as they prepare for retirement. Eric's leisure activities include driving and restoring classic air-cooled Volkswagens, a passion he has enjoyed for over 35 years. Check out his blog at https://vwlife.net/ |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
618 S. Peabody St. Suite C Port Angeles, WA 98362 |
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EMAIL
[email protected] |
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CALL US
360.928.8489 |
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