Special Needs & Services

Our Total Vision Approach™ provides uniquely personal relations with clients where special needs and planning services may be appropriate. Some examples include:

• Long Term Parent Care
• Planning for Nursing Homes & Assisted Living
• College Planning

Additionally, some of our customers wish to see their aggregated account information online in an easy to use website interface whenever they please. By having their assets and liabilities reported in one place, they feel personally enabled in monitoring their complete financial picture whenever they choose. We provide this integrated service through our affiliation with Wealth Check.

Occasionally, our customers undergo painful life transitions which prove to be unavoidable. Though we cannot offer marriage counseling or legal advice, our planning service does reach out to couples or individuals engaged in pre-divorce planning. If this situation affects you now, or at some future time, please read more about this important service, or contact us for an appointment.