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 are a team of professionals who strive to be a client’s trust advisors.