Haley Heritage Solutions

powered by Trustworthy Financial

J. Todd Richardson

817-914-6565

On-Track Retirement Review:

Join us for a comprehensive overview on zoom, offering personalized retirement insights from the comfort of your home. We will help you navigate your financial landscape, addressing tax, investment and long-term care concerns.

Complete the contact form below, or Call Todd Richardson at 817-914-6565

Haley Heritage Solutions can help in many ways.

On-Track Retirement Planning

• Income Planning
• Market Safe Accounts
• Proactive Tax Planning & Tax Free Retirement
• Asset Protection & Estate Planning
• Care plan for Health & Long-Term Care
• Transparency & Low Investment Fee

Long Term Care

• Traditional Long-Term Care Insurance
• Hybrid LTC & Life Insurance
• Annuities with LTC Benefits

Life Insurance

• Term Life (1,5,10…40)
• Universal Life (UL, GUL, IUL)
•Whole Life (Final Expense, Traditional)
• Mortgage Protection
• Funeral & Burial Plans

Disability

•Individual
• Business Overhead Expense Coverage
• Key Employee

Employee Benefits

• Life, Accident, Hospital, Cancer, etc.

Business Owners

• Buy Sell Agreement
• Business Succession Planning
• Key Employee Coverage
• Most Plans are Zero Premium
• Extra Benefits (dental, vision, hearing,
OTC, gym membership, etc.)
• Network Based
• Plans based on county

Medicare Advantage Plans

• Plan G - Pays 100% of Medicare Approved
Charges After Part B Deductible
• NO Networks

Medicare Supplements

• Plans vary based on county and prescriptions

Prescription Drug Plans

• On / Off Exchange
• Short Term Medical
• Christian Health Share
• Group Health

Health Insurance

• Reimburses for Hospital Stays, Ambulance,
Emergency Room, etc.

Hospital Indemnity Plans

• Cancer, Heart Attack, Stroke, etc.

Critical Illness

• Can be Individual or Combined Together

Dental, Vision, Hearing

• Benefits Paid in the Event of an Accident