Legacy & Life Planning
Meet your goals with a personalized, comprehensive life planning service.
This subscription-based service provides ongoing access to expert guidance on strategic, organized planning for the future from a certified elder planning specialist/financial planner.
We can assist with:
- Establishing Goals
- Estate Planning Assistance
- Family Communication Assistance
- POA/Trustee/Executor Assistance
- Cash Flow Evaluation
- Housing & Care Planning
- Long-Term Care Insurance
- End-of-Life Planning
- Legacy Documentation
There is a fee for this service. To learn more about how we can help you, please call us at 847.242.6270.
