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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