Local, Statewide and Nationwide
Estate Planning
Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs.
Estate Planning
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Life Insurance
Reverse Mortgages
Pension Counseling
Retirement Planning
Programs that help people with the process one uses to plan finances and retirement income.