We work with people who are retired or nearing retirement. They want to get their affairs in order to protect their home and life savings from the high cost of long-term healthcare, final expenses, probate, and taxes.
We want to make your life better.
We’re aiming to provide you with the financial peace of mind that you deserve. It’s all about being prepared so that you can focus on the things that really matter to you.
Your interests and needs evolve over your lifetime.
You’ve planned and saved for all different life events: retirement, a house, simply to build wealth, or all of the above. Once we understand your goals, based on where you are today, we give you personalized advice to protect and preserve your home, your life savings, and your independence.
Stay healthy, stay home
People are living longer and healthier lives. Most want to preserve their independence. With proper planning, you can receive needed healthcare at home from qualified professionals relieving family from the emotional and financial burden of being a caregiver.
Money will be there at the right time without worries
One simple plan can provide the solution for paying funeral, burial, cremation, and other final expenses without having to dip into any investments or savings to help pay the funeral bills.
Eliminate the costs and delays of probate
A living trust has become for many reasons, including greater organization, greater assurance of complete probate avoidance and lower total cost than probate.