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Frequently Asked Questions
Frequently Asked Questions
Risks of Long Term Care - Planning for change.
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If you have Hundreds of thousands or Million's of dollars that you have worked hard to accumulate. and you are concerned about your enormous exposure to Long Term care Costs than you want to know how to plan.
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If you have Hundreds of thousands or Million's of dollars that you have worked hard to accumulate. and you are concerned about your enormous exposure to Long Term care Costs than you want to know how to plan.
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Financial Planning For Our Pets, like a child
Do you have a pet that you feel is like a family member? You need to have a long term plan for that animal. Planning for your pet is crucial, especially if you do not wish your pet to wind up in a shelter waiting to be rescued. We often help people develop a plan for caring for that pet after you are no longer capable. Careful planning to leave a legacy for a pet takes a very special person.
How do I understand how much Risk am exposed to, and what role myHome and Auto insurance policies actually work?
Most often people are most focused on cost. Everyone knows you need homeowner's insurance if you own a home and car insurance if you drive a car. But only when there is a problem, do most people take the time and effort to understand their coverage. Most insurance agents do not carefully explain the different types of coverage that are available to protect you and your assets. Come learn what you do or do not need. How to take advantage of savings within your coverage. ​
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A 90 Minute workshop is offered in our comfortable conference center. for 10-12 people. Our workshops are desgined to discuss with you in a small group setting. You should only be attending these workshops if you are seeking help for doing some of the topics discussed in our workshops.
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your revocable trust is properly funded and your asset allocation is appropriate for your circumstances. We do all of this by optimizing the relationship you have with each of the professions working together like a well tuned orchestra.