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Financial Planning & Investment Management

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Lending You a Helping Hand

Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to make decisions alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Our financial planners provide clarity among the endless options and help you achieve financial freedom.

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Parenting the Parent Series: Financing Long-Term Senior Care

May 31, 2018

Many senior citizens today, and in the near future, face an intersection of two lines; expanding life expectancy while depleting financial resources. Here are some options that may help reduce the costs for seniors and their care providers as they plan for the future.