A financial plan can provide comfort in knowing where you stand with your current position, and your future. Many people who start their plan fail to complete it, because “life gets in the way.” A plan is a commitment for a specified period of time, and its benefits are extremely valuable.
An estate plan can serve to bypass taxation, and provide clear direction on your wishes for the future. We provide you with a teamwork approach to make sure those wishes become fulfilled, while you live and thereafter.
As a member of the Society of Senior Advisors we have an understanding the key health, social and financial factors that are important to older people and how these factors work together.