As financial planners, we help our clients fund the lives they want.
Widen your lens to explore, in person and on-site, what that might mean as we age into a whole new world of what we might call "home".
We've arranged for one hour tours of continuing care retirement living options at various locations across the Valley on August 3rd, commencing at 10 am and 4 pm.
Our planners may choose their preferred location(s), one at 10 am for an hour, and another one at 4 pm for an hour.
If you have clients who are considering their future retirement living options, by all means, invite them to join you. After all,
“It's not how old you are, it's how you are old.”
― Jules Renard
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: 9:00AM - 1:00PMPhone: 480-483-9035Fax: 480-922-5283
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