Our Team Helps You Navigate "The Difficult Choices"

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We ensure our clients' needs and preferences are known and communicated at the right time to the right people, and that this information is used to guide the delivery of safe, appropriate, and effective care.

We help patients access health care. We educate patients so they can make well-informed healthcare decisions. We guide patients through their medical care, insurance questions, and administrative and legal tasks.

 We assist families in resolving their disagreements by facilitating discussions, providing appropriate resources and advisors. This service can result in sound decision-making, reconciliation of divergent views, clearing the air, lessening resentment, greater understanding, improved communication, and transformation of relationships. 

More than 30 million Americans are either uninsured or under-insured. We provide medical, dental and life insurance audits to ensure our clients receive the best coverage at the most cost-effective price.  

Our team will assist in creating a plan for the preservation and the distribution of our client's assets, both during their life and upon their death. Our goals are to accomplish our client's personal and family goals; ease the management of financial and legal affairs, as well as minimize taxes if an estate is large enough for taxes to be of concern.

Our Tech Advisors assist our clients with technology solutions that solve common and frequent problems. We have a resource library consisting of 300 apps, services and products. Our solutions save our clients time, money and improve communication and quality of life.