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Where careful planning
meets trusted guidance.

It is important to have a clear understanding of what it means to plan ahead for your or your loved ones care needs and beyond.  We work with families, caregivers, and seniors to help make the most informed decisions regarding their current and future care needs.


Helping seniors make informed decisions since 2010.

Care Planning   |   Agent Services   |   Estate Administration

Feel confident knowing your care and estate are in good hands.

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Our Areas of Expertise

Where We Can Help

We offer a comprehensive suite of services designed to address our clients current and future needs. 

Agent Representation

When you are unable to act, we are able to step in to help make those difficult decisions. 

Estate Administration

We are here to help ensure your legacy is administered as you wish. 

Advisory Services

When a little extra support and guidance is needed. 

Eldercare Planning

Healthcare needs are not on a schedule, start the conversation now and be prepared when the time comes. 

Care Management

Navigating the healthcare world can be challenging.  It's much easier with someone on your side. 

LTC Insurance Claim Mgnt.

Click here to submit a no-charge policy review with our trusted partner

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Financial Report
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What Makes Us Different?

After years of experience working with families and their loved ones, I've noticed a few things that have set me apart from others.  

Approachable &
Transparent Rates

Though I offer a variety of services, rates are clear fully disclosed at the time of engagement. 

One-to-One Client Relations

Clients have found value in working with an expert directly.  You will never be transitioned to a support staff. 

24/7 Client Access

Emergencies are never scheduled.  It's easy to contact me any time assistance is needed.  

Over 13 Years of Experience

Education is good, but experience is irreplaceable.  I've been through the trials and helped hundreds of seniors.


Josh D.

Financial Advisor

I’m an advisor and estate planner and have worked with Brett on several different cases. As a trustee and fiduciary, Brett holds himself to the highest standard of excellence and trust, putting the best interest of his clients above his own. He’s dependable and caring and helps families navigate the difficult task of estate management, often during the time when the family is experiencing the most grief from the loss of a loved one. Having a neutral third party—who skillfully carries out the wishes of the deceased person—minimizes the inevitable stress that comes just on the heels of losing a loved one. I’ve recommended him in the past to my client and give my strongest possible endorsement to his practice.
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Questions about care options, insurance, financing care or what benefits might be available, documents and more?  Feel free to ask me anything.
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