The Center’s Longevity Planning practice group is a specialized team dedicated to helping clients that have entered a life stage where they are starting to need more support in their daily lives. Our group focuses not only with helping the client, but also their existing or future care partners who are helping through these transitions. Our goal is to work with clients and their care partners to simplify their financial situations, to educate them on all of the options and resources that are available to them, and to help them to focus on the things that they need to be doing first. Our primary objective is to develop a plan so everyone in the family knows what the client’s wishes are and how we will deploy assets to accomplish that plan.

• Develop integrated plan with the client care partners and industry professionals to communicate with the family.

• Review all financial accounts to organize and help ensure we are using all accounts efficiently.

• Investment management solutions designed to help manage risk and create liquidity.

• Implement tax efficient strategies (Charitable giving, RMD planning, Estate Preparation, tax harvesting, medical deductions)

• Preparing Estate for the next generation (beneficiary review, Trust Planning, Account organization)

• Insurance review and implementation of policies to make sure all benefits are being used.