Financial, Insurance, Legal – Professionals who assist seniors and their families with financial, insurance and legal matters.
Finances: Accounting, bookkeeping, taxes
Insurance: Medical, Supplemental, long-term care and life insurance
Legal: Advice and assistance including mediators, fiduciary, notary and attorneys who specialize in eldercare, estates, trusts and probate
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We help families resolve arguments, build trust and make decisions about a loved one’s care or property.
Managing the day to day bill payments and cash flow for seniors to reduce their stress.
We are a team of professionals who strive to be a client’s trust advisors.
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License(s): NMLS #519732
I enjoy helping seniors, 60+ discover they have more money than they thought. I also help the them to experience Financial Peace in their later years. As a Loan Officer of more than 30 years, I am a Home Equity Retirement Specialist.
Insurance brokers providing all lines of insurance for both business and individual.