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Adults & Seniors in Transition

Client Centered

Aging introduces a host of unfamiliar elements. The older we get, the more valuable a solid financial plan becomes. Our knowledge extends beyond financial strategies. We have a long history of helping seniors transition through various life stages. Whether you need to sell your home, coordinate with a realtor, or simply want to get rid of surplus furniture, we can provide contacts in the community that can help make the process of transitioning as effortless as possible.

As you embrace your new life, it's essential that you remain focused on the things you value most. While you adjust to your new circumstances, our advisors will vigilantly monitor your investments and finance so you can live life to its fullest. As a team, we will help you:

  • Duplicate statements & on line access to investment accounts for Power of Attorney (POA's)

  • Sale of a home, coordinate with a realtor

  • Disposal of furniture and personal items no longer needed by introducing other professionals

  • In-home daily care services, introduce provider for care giving services

  • Manage income needs to pay for service providers

  • Coordinate with family members living out of town

We can Make Transition Easier

Reach out to our team for some financial clarity.