Trusted Resource
The Greek philosopher Heraclitus reminds us that “Change is the only constant in life” to highlight the need to always plan for, and be ready for change in every aspect of our lives. As we age and encounter new choices and experiences, decisions need to be made.
For day to day decisions, you probably rely on personal experience to guide you. Yet when considering more important life changing decisions, we often rely on the experiences of other individuals, whose guidance we trust, to help us make those decisions.
We pride ourselves on being an unbiased, trusted resource to our clients, which goes beyond common financial advice regarding the markets and investments. Asset allocation and investment management are important pieces to your overall puzzle; however, it’s the types of decisions below that may have a greater impact on your overall financial success and quality of life.
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- Automobile Purchase
- Boat and Other Leisure Item Purchases
- Home Refinancing
- Second Home Purchase
- Purchases and Financial Assistance to Relatives
- Bridge Loan Solutions
- Securities Based Lending
- Business Real Estate Purchase
- Business Valuation Services
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- Timing And Impact To Long Term Financial Plan
- Progression Towards Fulfillment and Personal Satisfaction
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- Tax Advisors and Certified Public Accountants
- Estate Planning Attorneys
- Divorce Attorneys
- Elder Care Attorneys
- Real Estate Agents
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- Aging At Home – In Home Care Services
- Independent Living Communities
- Continuing Care Retirement Communities (CCRCs)
- Assisted Living Facilities
- Skilled Nursing Facilities
- Memory Care Facilities
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- Contractor and Home Modification Services
- House Cleaning and Basic Repair Services
- Lawn Care Services
- Grocery Delivery
- Transportation Services
