Senior Lifestyle Planning

For our senior clients who want to travel or simplify, or just feel it’s time to make some changes, we offer Senior Lifestyle Planning to help examine alternatives to their current lifestyles. Do you stay in your home, downsize, or move to a retirement community? Will you stay in your current location or move, possibly out-of-state?  We look at all the numbers, help you create a plan, and then connect you with to our network of architects or realtors to help ensure a smooth transition.

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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