We recognize in our practice that retirees need more and different kinds of services from us. When the Baby Boomers turned 65 in the year 2001, the issue became very serious. As it is now, there are more 65-year-olds alive today than ever in the history of our country. And people 85 years of age and older are the fastest growing segment of our population.

Accordingly, Robin and Chris have both completed a course on priority senior issues and earned the designation of Certified Senior Advisor. Tthe Society of Certified Senior Advisors keeps us up-to-date on issues that are changing and provides information to pass along to our clients; we feel that we are on the cutting edge of helping people to prepare more fully for dignity, choice, and independence as they age.

Professionals in the fields of medicine, insurance, investments, and recreation require a broad spectrum of information to serve the needs of retirees. Be they financial, medical or social, retiree concerns are different from other age groups. In our practice, we feel we are able to guide our clients in the right direction to solve their problems by having gathered information and resources about services available to retirees in our area. Additionally, we encourage our clients to discuss their planning for frailty, Long-Term Care, and the end-of-life planning with us so that we can guide them toward cost effective and efficient ways to implement their planning.

One thing that our retiree clients often tell us is that they appreciate that we give them our time. We feel very strongly that listening and taking time with our clients is possibly one of the most valuable services that we offer.