Health-Wealth Connections

In response to the growing need for support and assistance with the complex issues of aging, we formed a group of experienced professionals to help seniors and their families. These professional partnerships allow you to receive not only guidance for health and wellness issues, but also confidence. We can provide professionals referrals that can assist in their particular areas of expertise, including:

  • Legal Services
  • Real Estate
  • Medicare/Heath Insurance
  • Home Health Care
  • Financial Coaching

We also like to work closely with your existing CPA or Attorney to ensure the coordination of advice regarding your tax and estate planning needs.


Continuing Care Planning