Enough about us. Tell us about YOU. 

Are You A Parent and A Child?

Are you a member of the "Sandwich" generation?

Yes, I'm a Parent and a Child

Are You A Parent and Grandparent?

Grandparents enjoy special perks. But is there more you should be doing?

Yes, I'm a Parent and a Grandparent

Are You Single?

Divorced, widowed or unmarried, you're an independent, happy person. But are you ready for the future?

Yes, I'm a Single Person


Folks love to think about retirement: travel to exotic places; golfing during the week; seeing the grandkids whenever you like; leaving the office behind.

But what about AFTER retirement? For most of us, there’s a period when we can no longer maintain an active lifestyle. Age and illness eventually catch up with us, and we can’t play tennis or jump on a plane at a moment’s notice. We often require help from others to get around. Healthcare needs can escalate dramatically.

Have you considered who you might call upon for help? What resources you might draw upon for the expenses? Where you might have to go to meet those needs?

These are questions that are tough to ask. But raising them while you’re healthy can save you and your family a great deal of anguish and money.

If you’ve ever thought “I don’t want to be a burden to my kids,” NOW is the time to act on it.

Yes, I Want to Know Where to Start


When a loved one needs you

  • Will you be able to advocate for them when they can’t speak for themselves?
  • Do you know what they would want?
  • Have you considered how expenses will be managed?
  • Can you locate their documentation?
Yes, I Want to be Able to Help