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About Us

Our passion is about protecting your future. Learn why below.

 

Step 1

Understand Your Options

Step 2

Get a Custom Plan

Step 3

We'll Get You Approved

At 123 Advisors, we know you want to protect your loved ones. In order to do that, you need to make sure they aren’t burdened by your need for long-term care.

The problem is that you’re on your own to plan for your care, which leaves you feeling uncertain about your options. We believe you and your loved ones deserve to feel confident about your future.

We understand how confusing the planning process for long-term care can be, we are here to guide you to make confident decisions. We’ve created educational tools like classes, webinars, and our website which offers a wealth of information to help people cut through the confusion. Our independent agency works for you, not the insurance companies, to make sure you get the plan that’s right for you.

Here’s how you do it. 

  1. Understand Your Options by using our educational resources.
  2. Get a Custom Plan. Once you complete our Pre-Screen Form, we’ll help you make the right choices for your situation.
  3. We’ll Get You Approved. You’ll be guided through the application process to make sure your plan is accepted.

Start Understanding Your Options by accessing our webinars and live events.

You can stop worrying about being a burden and instead have the satisfaction and relief that there’s a plan in place that protects you and your loved ones and makes sure you get the care you deserve.

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Meet Your Team

Doing what we love while helping others is a pretty special honor for us. We tell people every day how passionate we are about helping our clients with long-term care planning. It’s a great feeling to know we help protect families, their savings and their legacy. This allows them to enjoy their retirement with confidence, knowing the biggest risk has been taken off the table.

Stephen Becker, CLTC

Board Certified Long-Term Care Planning Specialist
CA #0820606 

With 30 years serving the Wealth Management and Insurance Solutions industry, I have found helping people experience freedom from the burden of worry through expert comprehensive planning to be both significant and life-giving. I love what I do, and I couldn’t imagine spending my days doing anything else. I consider it an honor and a privilege to work with as many people as I have over the years. To know a client has placed their trust and confidence in me to help guide them into a financially sound retirement is a big responsibility and a responsibility I take very seriously.

Managing through my mother’s 6 year need for extended healthcare services placed an overwhelming weight on my entire family’s emotional, financial, and relational well-being. After her passing, I decided to dedicate my life to helping other people avoid the unwanted consequences caused by such a life changing event. The fact is, no client-centric retirement plan is complete without appropriately securing an optimized Long-Term Care (LTC) plan. Especially a plan carefully organized by a Board Certified LTC planning expert designed to adequately mitigate the potential risks that come with needing care services.      

My goal when having this conversation is for everyone to understand these unintended consequences, and to provide a cost effective solutions to protect against that.

Stephen Becker has earned a Series 65 professional license with the Financial Industry Regulatory Authority, (Finra) as an Investment Advisor Representative. As a Fiduciary Financial Professional he is legally Authorized to provide Investment advice and analysis. 

 www.finra.org

Stephen Becker has earned a professional degree in the field of long-term care, Certified in Long-Term Care (CLTC). The program is independent of the insurance industry and focuses on providing financial service professionals with the tools needed to meet their client’s needs for long-term care.

Laura Hopper

Case Manager

As the case manager I really enjoy my role and consider it a privilege working with people and helping with the design aspect of their plan and getting that plan approved. Being a "people person" it's very rewarding when clients express being relieved and happy knowing they have a plan in place.

Moriah Becker

Client Coordinator

Having watched my Grandmother and some of my friends families struggle through a long-term care situation was difficult and emotional. I have learned through personal experience's the importance of planning, and I want to help other families in any way I can through this process.

Why You Should Work With Us​

My experience has taught me that there is an overall lack of understanding regarding the importance of long-term care planning. Over the years, I have watched as the financial industry has moved to a more complicated strategy of helping people prepare for retirement while ignoring the single biggest risk to their financial health.

What's in a Name?

123 is the inspiration for our name. We understand how complex long-term planning can appear, that’s why we make it easy for you to understand.

1) Education and understanding your options.

2) We help you design your custom plan based on your personal situation.

3) We guide you through the application process and get you approved.

We understand Long-Term Care and offer the most choices so you can get the plan that works best for you. We are your local Long-Term Care experts.

Download Our Free Guide

Common Misconceptions about Long-Term Care Planning

Common misconceptions we hear the most about long-term care plans, and we see far too many people miss out on the protection they need because of them. Downloading this free resource will clear things up so you can make sure your care is funded and managed when you need it.Downloading this free resource will clear things up so you can make sure your care is funded and managed when you need it.

Contact Form Demo (#1)