Create the Ultimate Master Plan for a Retirement on Your Terms
Work with the Nation’s Top Life Planners
Serving Seattle, Tacoma, and the entire Puget Sound region
Call us now at (253) 838-3454
LifePlanning: A Clear Path to Your Goals for Retirement
Planning for retirement in the traditional way (accumulating assets + creating legal documents) helps the retirement industry meet its goals—while overlooking what matters most to you.
The LifePlanning process delivers a comprehensive and coordinated plan for healthcare, housing, financial, legal, and family issues in retirement that helps you achieve three goals:
Avoid being forced into institutional care after a health crisis
Avoid losing assets to unplanned medical and long-term care costs
Avoid creating unintended burdens on your family as you age
Bridge the Gaps in Your Retirement Plan
Get started on your LifePlan
Call (253) 838-3454 to schedule your confidential consultation.