As an independent, fee-based Accredited Investment Fiduciary, we act exclusively in the best interest of our clients and are legally obligated to provide unbiased financial advice.

We are committed to helping seniors who are living alone maintain their independence and live healthier lives.

We are dedicated to educating LGBT individuals and families —and specifically LGBT seniors—about how to address and overcome the unique financial planning challenges they may face.

Browse our library of planning guides, workbooks, and checklists that can assist you with important caregiving, aging, and estate planning conversations.