About
Jay P. Dunshie, MBA
Chief Operations Officer | President
Your Trusted Advisor for a Confident Retirement
With over three decades of experience as a licensed advisor and insurance consultant, Jay P. Dunshie, MBA, has dedicated his career to helping individuals and families achieve a secure and confident retirement. His expertise lies in addressing and mitigating the four critical areas of risk in retirement: Medicare, Long-Term Care, Estate Planning, and Financial Planning.
Areas of Expertise
- Medicare: Simplifying the complexities of Medicare to help clients understand their options and choose the right plan for their healthcare needs.
- Long-Term Care: Preparing for the future with customized plans to manage the potential costs of extended care.
- Estate Planning: Assisting in organizing assets and creating a legacy to ensure peace of mind and financial security for loved ones.
- Financial Planning: Crafting personalized strategies to achieve financial stability and a comfortable retirement.
A Legacy of Dedication
With a career spanning over 30 years, Jay has built a reputation for his deep knowledge, professionalism, and unwavering commitment to his clients’ well-being. His passion for helping others prepare for the future is the foundation of his practice, making him a trusted partner in retirement planning.
If you are seeking a knowledgeable advisor who will work tirelessly to understand your needs and guide you toward a confident and secure retirement, Jay P. Dunshie, MBA, is here to help.