Your Personalized Plan: A Simple 3-Step Process
Initial Assessment
Securely share your financial & health information, upload documents, and tell us about yourself.
Comprehensive Analysis
Our AI analyzes your data to optimize benefits, project healthcare costs, and develop asset protection strategies.
Personalized Strategy
Review your personalized plan with an expert advisor, create an action plan, and receive ongoing support.
Financial Planning Insights
Finding Your Path: Affordable Solutions for Long-Term Care Protection
Discover practical and affordable strategies to protect yourself against long-term care costs, from insurance solutions to creative funding approaches.
The Hidden Health Crisis That Could Devastate Your Retirement: Understanding Long-Term Care Risk
Discover how long-term care costs can impact your retirement savings and learn strategies to protect your financial future.
The Big Problem in Retirement Planning - And How to Solve It
Many people want guaranteed money coming in during retirement, like a regular paycheck. But when given the chance to set this up through something called an annuity, most people say no. They worry they'll miss out on better opportunities if their money is locked up.
Client Testimonials
John
Sunbury, Ohio
“I had a fantastic experience with Panorama, which provided me with comprehensive and easy-to-understand information about long-term care planning. The resources available helped me make an informed decision about my future care options.”
Jane
Newark, NJ
“Learning about how to use home equity to purchase a long-term care policy through Panorama was a game-changer for me. The process was straightforward, and my advisor provided valuable insights into how I could leverage my home's value to secure my future care. This option gave me peace of mind and financial flexibility that I wouldn't have had otherwise.”
Pamela
Philadelphia, PA
“Using home equity to purchase an annuity through Panorama significantly improved my financial stability by providing much-needed retirement income.”
Ready to Take Control of Your Future?
Start your journey towards financial security and peace of mind today. Contact us at mark@mccanneycapital.com and our experts will guide you every step of the way.