A one-hour consultation meeting to discuss your needs, and how we can serve them, is always free. We will review and assess your current situation, what obstacles you might be facing and what planning efforts have already been taken. We will discuss solutions and options to help with your planning. Every situation is different, and no two families need the same level of assistance. Our approach is highly customized. We pride ourselves on creating a plan that will help you in your personal situation.


Delivery of servicesĀ 

Our services are flexible and can be offered in a variety of different ways. We will customize our package of services to meet the comfort and convenience of you, your family and your loved one. We are available for office meetings or at-home consultations. Additionally, we will happily offer our services over the phone or through a web-based method if it is most convenient for you.

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