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Curating Your Ideal Retirement Healthcare Plan With Alecia Barnette

Are you curious about how the aging American population is affecting Medicaid benefits for those 18 and above? Join Ken New and special guest Alecia Barnette, the Senior Vice President of Care Planning Solutions with the Financial Independence Group, as they explore retirement healthcare planning and share expert insights on creating a comprehensive long-term care plan for you or your loved ones. Listen in as they explore essential topics that can help you plan for a comfortable retirement and protect your family’s financial future.

Here’s what you can expect:

  • An in-depth discussion on the future of Medicaid benefits as the American population ages
  • Expert insights on the risk of not planning ahead and how it can impact your family
  • A breakdown of different healthcare packages you should consider investing in
  • Valuable advice on how to plan for the care you or your loved one would want
  • And much more!


  • Roadmap To Retirement: Building Your Retirement Medical Care Income

Other ways to listen

I like to use the analog, own your long term care contract rather than rent it.

Alecia BarnetteSenior VP of Care Planning Solutions | Financial Independence Group


Our Speakers

The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.

Senior Vice President of Care Planning Solutions with the Financial Independence Group

Alecia Barnette

An Appalachian State and Gardner-Webb alumna, Alecia is a national speaker with over 20 years of care planning experience, highlighted by her Certification for Long-Term Care (CLTC).

Alecia began working as the Health Marketing Director at The Insurance Center in Charlotte, NC in 1995. Three years later, The Insurance Center and Financial Independence Group, Inc. merged; overseeing the entire transition and bringing our health insurance business to unprecedented heights. Now the Senior Vice President in the Care Planning department, Alecia’s 20+ years of experience is evident to advisors across the country.

Specializing in providing asset-based LTC case designs to highly successful advisors, Alecia’s main purpose is to assist advisors in protecting their clients and their client’s families from the physical and emotional consequences of unexpected care needs.

Alecia’s use of holistic approaches and strong ethics – along with her desire to grow and solid commitment – make her an invaluable asset to any financial advisor seeking care planning assistance.

When she’s not helping advisors protect their clients, you can find Alecia running, traveling, or boating on Lake Norman.

Financial Advisor

Ken New

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.

Are you feeling overwhelmed by the thought of planning for your retirement and long-term care? You're not alone.

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Office Address

1351 N Courtenay Pkwy.
Suite BB
Merritt Island, FL 32953

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