THE ART AND SCIENCE OF SUCCESSFUL PLANNING
Lifestyle planning for seniors requires dedicated knowledge of the complexities involved with the ever changing legislative nature of government agencies and health care administration. Fortunately, our professionals are highly educated and credentialed in the financial planning field, and have developed a significant emphasis in the area of senior care needs. Long-Term Care is a profession in and of itself, and it requires the interaction of multiple disciplines, such as, health care, law, insurance, and financial planning. Our skillful professionals are accustomed to working through those complexities along with other trusted advisors to develop a best course of action to solve each client’s individualized needs.
Long-Term Care Planning
OUR MISSION AND VISION
As your Advisors, we will be singularly focused on one goal.
This goal will be to help you work towards your financial lifestyle objectives by insuring you meet with success. We will accomplish this by first identifying the true purpose of your money; and then, structuring investment strategies, and risk management techniques that provide the best opportunity to achieve that specific purpose. We will employ money management techniques that provide us with the best opportunity to strike the delicate balance between investment risk and investment return. Finally, we will be committed to insuring that every strategy is a client-centered strategy and that your interest, as our client, will unconditionally come first.
Who we serve
Senior Housing Placement
Independent Living communities are perfect for seniors who are looking to make the most of their retirement experience but who can provide for their own needs, including activities of daily living. These communities provide a wonderful place to call home.
Assisted living is designed for seniors who need a little more day-to-day assistance than residents in independent living. These communities often have programs and staff to provide support with everything from daily living assistance and basic care to recreational activities and transportation.
Memory care programs feature a person-centered approach that’s designed to help your loved one feel a sense of belonging and purpose, while still preserving their sense of self.
CCRC’s are senior housing retirement communities with accommodations for independent living, assisted living, and nursing home care offering residents a continuum of care.
Our Founder's Mantra
IF I ACCEPT YOU AS YOU ARE, I MAKE YOU WORSE;
IF I TREAT YOU AS THOUGH YOU ARE WHAT
YOU ARE CAPABLE OF BECOMING
I MAKE YOU THAT.
Johann Wolgang von Goethe
When Markets React
When markets shift, experienced investors stick to their strategy.
Even low inflation rates can pose a threat to investment returns.