Our company is based on the belief that our Client’s needs are of the utmost importance. Our goal is to preserve our client’s right to choose life with dignity. Our entire team is committed to meeting those needs.
Focusing on the relationships we have developed with local financial and legal certified professionals in your area, we make it easy to protect your legacy with our trusted, proven partners.
We specialize in assisting individuals and their families with short term or long term care solutions.
We act as Consultants, Advocates, Counselors, Educators Coordinators and Managers.
We would welcome the opportunity to earn your trust and deliver you the best service in the industry.
We provide a unique and personalized service to the elderly and their caregivers. We are highly trained and credentialed specialists with comprehensive knowledge of the geriatric profession and resources within the community.
Typically retained by “Adult Children or Family Members” from around the country, we serve as trusted, proactive advisers for the seniors health and well being.
You are not alone. We will provide guidance and support so that you and your family will feel secure and confident in the life decisions he/she will be making.
Life and Legacy Consulting LLC is proudly assists in the following areas:
- Estate Planning
- Financial Planning
- CFP® Advocacy and Connection
- Investment and Advisor Efficiency and Optimization