Retirement Planning
Senior Resource Center
Bill Witt, Managing Partner
Senior Resource Center (SRC) was created by Bill Witt and Tara Kendrick to fill the gaps in the retirement income planning and elder care processes.
The team at SRC understands the unique needs of people enjoying the prime of their lives as well as those in their later years—and the people who care for them. We are dedicated to providing the best retirement and supportive outcome for you and your family, building lasting relationships and establishing a legacy that lasts for generations.
Estate Planning
The Law Offices of Stephanie Hon
Stephanie Hon, Owner/Lawyer
Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?
At the Law Offices of Stephanie Hon we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.
We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.
Medicare Planning
JBIRD Insurance Group
Dana Lasman, Medicare Benefits Specialist
We provide unbiased assistance and support to compare and select Medicare plans tailored to fit your needs. Based in Austin, TX and licensed nationwide.
Many people are at risk of losing important Medicare benefits and entitlements due to being unaware of what the program covers and of significant time frames and enrollment windows. Choosing the wrong Medicare insurance plan can affect the quality of your healthcare and the security of your finances for the rest of your life, but using an independent Medicare agent can make a big difference.