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Helping you plan for a long-term lifestyle

Retirement can be both exciting and frightening. Many people suddenly move into situations where they are much more limited in earning capacity or income, and some individuals worry about health concerns as they age. In other situations, older individuals consider moving in with younger relatives or finding a lifestyle in an assisted living environment.

Whatever your plans are for the later years of life, we know that they come with unique potential challenges. How will you fund your last years? What happens if your plans don't work out as expected and you are left holding the bill for expensive medical care? What if you need long-term care and your family simply isn't able to provide the level of care you need?

Our firm works with you to answer all of these questions. We apply a broad range of knowledge about care planning, disability planning and insurance, various health and government benefits and estate planning to help you answer as many of these questions as you can. Our experience can be leveraged to provide peace of mind about common worries, and we can help you create a plan that makes the most of the resources available to you.

One thing we can often help with is understanding what benefits you might have a right to. If you were ever a government employee or veteran of the United States military, for example, you might have access to benefits you don't know about. We work with you to understand your background, your current situation and your goals. Then, using all of that information, we provide you with information about all possible options so you can make the best decisions about your retirement and future care.

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