Paperless | OneView | Real Time Wealth Management
(845) 627-8300 |
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Sandwich Generation

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.

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