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We have experience helping seniors navigate unique and important financial decisions in the later stages of their lives. Our focus is on wealth preservation strategies, and financial longevity of elders who are often targets of mismanagement and financial abuse. There are many ways we enhance our services to assist seniors with their financial affairs and try to help preserve their legacy for the next generation. We create a relaxed, pressure-free planning process including:

  • Transition assistance from Wealth Accumulation to the Wealth Distribution phase of life
  • Tax and Income Distribution strategies designed with the objective of preventing you from outliving your money
  • Strategies for seeking to preserve the resources you've worked a lifetime to earn
  • Help organizing and consolidating financial statements and accounts
  • Multi-generational Wealth Management and Legacy Planning
  • Estate Planning and critical coordination with other members of your Wealth Team
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