Disclaimer

As Elder Planning Counselor certified Case Managers, our goal is to help identify and support your planning and simple needs.  We do not provide legal or accounting advice.

For matters beyond our scope, we will recommend and refer you to lawyers, tax specialists, physicians, real estate agents, mortgage brokers and other licensed professionals.

As Elder Planning Counselor certified Case Managers, our goal is to help identify and support your planning and simple needs. We do not provide legal or accounting advice.