Tax Prep, Accounting, Bill Payment—Let a Certified Public Accounting firm handle day-to-day accounting needs, like payment of monthly bills, tax preparation and planning.
Estate and Elder Planning Law—Our attorneys can help you prepare a plan for assets to be distributed as efficiently and cost-effectively as possible, or to help protect you from the costs of a long-term illness.
Investment Management and Advice—Our professionals and wealth managers can help formulate a plan that suits your risk tolerance and needs to manage or consolidate your assets efficiently.
Cash Flow Planning and Income Management—Professional advisors work with you, your family, and a CPA, to devise a plan that provides the most efficient income stream possible based on your income sources, assets and needs.
Long-Term Care Planning—We are specialists in selecting the right plan for medical care and long-term care that’s right for your budget and requirements.
Medicare Supplement Consulting—An expert on Medicare supplement plans can help you choose the most cost effective and appropriate one.
Care Management Services—We provide personal care assistance to help loved ones maintain independence at home. In addition, we offer Care Management which includes: supportive counseling, client advocacy, coordination with medical providers and other professionals, medication management, budget preparation and guardianship monitoring.
Family Mediation—We provide a neutral third party to help families arrive at the best possible decision regarding your care and finances, obtaining the best outcome for you, while preserving family relationships.