Senior Services

With our senior services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for you, your parents or grandparents best interest. 

You get help in any of the following areas...                                

• Planning retirement account distributions and safeguard against improper disbursements.
• Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
• Preparing an inventory of personal assets and investments.
• Identifying and planning their retirement income, needs, and goals.
• Determining current and long-term cash flow needs by analyzing income and expenses.
• Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
• Monitoring investment portfolio and other assets in conjunction with their investment advisor.
• Preparing, planning and filing income, trust, gift and estate tax.
• Providing referrals to local services and agencies.
• Estate Planning & Medicaid Planning

Planning for the future is important, and the above services are crucial to help yiou or your elderly family members maintain their independence and financial freedom.  For more information, contact us today to speak with a Retirement Income Consultant or Estate Planning Attorney.