About Our Clients

Our clients basically fall into one of two categories: those in crisis or those planning ahead to avoid crisis.

Ideally, everyone would begin taking steps to plan for their futures well before needs begin to arise, simply because it makes life that much easier down the road. The earlier you begin planning, the more options you have and the more time you have to prepare.

For those already hitting some obstacles, the sooner we can begin tackling them together, the better. Once an entire life savings has been wiped out, there’s usually very little left to be done.

Maybe your spouse is in rehab and a change of life is ahead for both of you.

Perhaps one of your parents is in need of long term care.

Maybe you are a healthy, vigorous senior, in need of a plan to safeguard your home and other assets.

Whatever the case, we can help create practical plans for a better future during your senior years or whenever health concerns present themselves, as they eventually do for all of us.

Avoiding family conflict is another huge bonus to planning early. We often see, the longer a family waits to make plans and the deeper into situations they are, the more problems arise between loved ones as to what your wishes are and the best way to solve them. Those who plan ahead often see a much smoother process with a greater sense of peace of mind for everyone involved.

Every day, we work with individuals and their families who are in crisis.

When we say we feel your pain, know that we are speaking the truth. We work alongside you so you can find a measure of peace of mind, a caring and listening counselor, and possible financial and long-term care assistance. That is how we earn our living, but it is also our mission and our privilege.