About Us

When the health of someone that you love deteriorates, your world can be turned upside down. We are dedicated to helping families make informed decisions that put them on a path to achieving financial security for themselves while taking good care of their loved ones. This podcast is an extension of our mission. In each episode, we take a look at issues impacting individuals in a health crisis and options for care, and weave them together with more than 25 years of financial planning expertise. My team works with a multidisciplinary team of attorneys, accountants, and care managers, and has developed an innovative approach to financial strategies for families facing long term care that we call Lifecare Affordability Planning. Our goal is to help you gain the confidence and reassurance to focus on what matters most—the health and comfort of your loved one.

For more information contact our offices Signature Estate and Investment Advisors