How We Help Adults in Their 60's+
Jim Norton tailors every action plan to your specific needs based on your age and goal in life. The following services are just part of what we help our clients with.
- 1. Retirement planning
- 2. Housing – downsize vs. stay in current house and financial implications
- 3. Physical/Mental Health Issues and Therapy
- 4. Parents: Elder care options – Home Health, Nursing Home, Assisted Living Facility, Private Duty
- 5. Finances – Setting up Estate/Will/Trusts – Grandchildren: College Accounts
- 6. Drug/Alcohol issues
- 7. Social Security benefits
Contact Jim today to see how he can help you attain your life goals.
