We are a team of 7 professionals who have come together to help the fastest growing segment of our population. Each of us, at some point, experienced loved ones either downsizing or passing away and we all realized the need for assistance and more education when it came to working with the senior community. Our goal as a team is to make sure that you are protected and all of your wishes for your future are met. With all the resources available today, most people have most of their bases covered. But what we found was that there are always holes in the plan. Subjects not discussed because it was too painful or plans not fully executed because life got in the way. And then it was too late. A sudden accident, a fall, or an unexpected illness and then the worst happens. Your true wishes are not met because they were not known. You owe it to yourself to call us today. We are the glue that holds your current plan in place. We work with your current advisors or fill in the gaps when needed. Whether you wish to stay in your home or move on, our team is here to assist you. Don't give your money away because the process seems daunting. You've worked hard for it. Remember, not only is this our profession, but we've been through this process ourselves so we understand. We are happy to meet with you AND your family if you prefer. We also offer small setting workshops from time to time giving you the opportunity to ask all your questions in a no pressure environment. Call us today or check back here to find out when our next workshop will be.
