Whether you're pre-planning or currently facing a health care crisis, we will help you develop a plan to preserve your estate and savings from unnecessary health care expenses while exploring all of your options for funding the cost of long-term care.
Our mission is to provide professional guidance in areas pertaining to, but not limited to, the following areas:
Recognizing the stages of the aging process as it relates to families and their specific needs.
Providing information about how elder services are paid and how to plan for those future payments.
Review and guidance in planning for retirement and senior living and the preservation of family assets.
Guiding families in making financial decisions based on their current investments, goals and plans.
Guiding families in the critical aspects of estate planning and finding the right resources to implement their plan.