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The Art of Post-Retirement Planning

Retirement is a time for dancing, not worrying.

Retirement is a time for dancing, not worrying.

A Masterpiece in the Making

Our passion is your retirement.  Our mission is to understand you: your values, priorities, dreams, and fears.  We create strategies specifically for you.  We want to help you enjoy this time of your life.

We adhere to the highest fiduciary standards and surround ourselves with professional relationships to guide you.  We journey with you and your family: implementing, monitoring, and adjusting as needed - Celebrating your distinctive style.

Attention is focused on every detail.

It never hurts to have a second opinion.

Thank you!
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The Art of Aging in Place

The Art of Aging in Place

Managing risk is essential for a successful retirement.  It’s easy to focus on investments and taxes, but safety, wellness, independence, and vitality are also crucial. 

We work with you to create an aging in place plan, all the while providing gentle education and guidance.  You are always the star of the show.

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The Art of Estate Planning

The Art of Estate Planning

We assist with your estate plan, often working with your accountant and estate attorney.

Just like the architect’s blueprints, your plan should be designed to stand the test of time.

Not only do we speak “estate planning” and “estate taxes” – we can interpret these concepts for you.  

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<p>A New Way to Look at Your Bucket List</p>

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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