This program is specifically designed to assist what has become the “Sandwich Generation” to ensure that their parents and/or children are taken care in the event of a catastrophic event. These goals are achieved by opening the lines of communication between the generations and insuring that everyone in the client’s family is protected with the proper documents. To learn more, check out our "Caring for Aging Seniors" Client Guide below.
Caring for Aging Seniors
When the older generation starts needing help, the role reversal can be daunting. As your financial advisors, our goal is to help to minimize that worry and anxiety by providing you with guidance and advice to set priorities and begin to have these conversations.