Those approaching or in retirement concerned about:
>   Long Term Care
>   Survivor Needs
>   Maintaining Financial Independence
>   Asset Management
>   Estate Planning Strategies
>   Retirement Planning   
 
Those facing health-related dependency issues concerned about:
>   Maintaining Financial Independence
>   Financing Long Term Care Costs
>   Appropriate Management of Assets for Dependant Care
>   Coordination of Personal Finances with other Programs
 
Those considering family or charitable legacies in their estate plans and thinking about:
>   How to benefit heirs while preserving personal financial flexibility and
     security
>   Leveraged strategies to maximize the impact of a gift or bequest
>   Minimizing income and death taxes in their estate plan 

 

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.