How do we serve you?

    • By helping coordinate your Long-Term Care benefits with your insurance company
    • Establishing Auto Pay for your monthly Assisted Living Expenses (if preferred) 
    • Annually coordinate Tax Documents with your CPA
    • Set up Auto Pay for Quarterly Estimated Taxes (if required)
    • Reviewing Estate Planning Documents and Beneficiary Designations, Proper Titling
    • Deep dive into your Insurance Policies, Beneficiaries Correct, Policy still needed 
    • If desired, establish Family Meetings to keep your heirs informed and updated of your wishes
    • For our clients Asset Protection, we use EverSafe to help protect against elder fraud
    • If desired, add Power of Attorney for heirs oversight and continuity should you fall ill

    • Multi-Generational practice works closely with future generations to educate on wealth

    • Purposeful Limited Practice for personalized attention to detail and timely response time

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