Family Survivorship Guidance

Survivor Financial Consultation

Income Planning

Continued Care Retirement Community Guidance


  • Do I have adequate income to cover my current expenses?
  • Am I still on track for retirement?
  • How do I manage my inherited assets? What if I inherit a Trust?
  • What changes do I need to make to my retirement accounts?
  • What are Continued Care Retirement Communities?
  • Do my heirs know how to locate and access all of my accounts?

While we all hope for the best, it is important that we also help you plan for the unexpected.  We will help you prepare for life-changing events such as disability, long-term illness, death of a spouse, or death of a parent.  Not only are these events very emotional and difficult, but they require important financial decisions to be made. Planning of this nature requires you to be proactive. Many decisions should be made in advance, which ultimately leads to intelligent and thoughtful decisions as opposed to emotional and reactive ones. Financial planning done well is a sophisticated, complex matter.  Our team takes pride in serving as our clients’ trusted resource.


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