LIVE WEBINAR: "How to Protect Your Assets and your Family from Long-Term Care Costs"
This upcoming Tuesday @ 2:00PM Eastern - Click Here to Register

We Help Families Navigate Longevity and Long-Term Care Decisions

We provide educational resources and connect families with licensed long-term care specialists, to explore longevity and care planning options.

Our Team

Dina Mabry

Advisor

Dina Mabry, Principal of BGA Premier Insurance Solutions, specializes in comprehensive insurance planning for families and financial professionals. With over 20 years of experience, she is a subject matter expert in long-term care coverage, and hybrid solutions.

Stefanie Abbott

Advisor

Stefanie Abbott combines heart and expertise in life and long-term care planning. With a business degree from the University of San Diego and an MBA from Pepperdine, she helps families create tax-free funds for future care—so they can protect their assets, avoid burdening loved ones, and age with confidence and choice.

John Gillet

Advisor

John Gillet is the founder of Gillet Agency. John has specialized in Long-Term Care planning for over 15 years, Gillet Agency has been on a mission to empower families and individuals by providing comprehensive and reliable financial solutions for your insurance as well as retirement planning.

Ed Kelly

Advisor

Ed Kelly is an extended care insurance and planning professional with 40 years of experience in financial planning and insurance. He helps older clients, especially those ages 70–80 and families already navigating care, create written, collaborative plans for long-term care, combining insurance strategies, family coordination, and specialist guidance to reduce financial and emotional stress.

Scott Leonardi

Advisor

Scott Leonardi is a Certified Financial Fiduciary with over 25 years of experience in retirement planning. Through his Complete Solutions concept and holistic planning approach, he helps individuals and businesses create step-by-step game plans to eliminate the worry of when to retire and running out of money. He is also a local nonprofit speaker and co-author of Don’t Go Broke in a Nursing Home.

Alvin Lynn

Advisor

Alvin Lynn is a U.S. Army veteran and independent insurance professional specializing in retirement planning. He helps clients plan for income, healthcare, and protection through a coordinated strategy, simplifying complex decisions to support long-term financial security.

Paige Peterson

Advisor

Paige Peterson is a nationally licensed longevity planning strategist, long-term care specialist, and decision architect who partners with individuals, families, and financial professionals to design plans that adapt as life, health, income, and tax laws change over time. Her holistic approach integrates long-term care, healthcare, cash flow, taxes, legacy planning, and asset protection into flexible strategies built to preserve choice and maintain control throughout retirement and longevity.

Paul Goldhirsch

Advisor

Paul Goldhirsch, CLTC, is an Investment Adviser Representative with Lighthouse Financial Network LLC in Melville, New York. For over 26 years, he has helped clients plan for long-term care, life insurance, asset protection, and financial independence through education, personalized plan design, and a caring, family-informed approach.

Brendon Murphy

Advisor

Brendon Murphy is a Retirement Specialist and President of Compass Financial Solutions in Delaware County, PA. For over a decade, he's helped union workers, teachers, and pre-retirees build retirements they can count on — through guaranteed income strategies, pension election guidance, long-term care planning, and legacy protection for everyday working families.

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