We take a holistic approach to financial advisory services. While investment management is an important aspect of our services, that only represents a portion of our services. We provide advice on everything that can impact you financially. How to mitigate excessive tax erosion, how to protect your assets and family in the event of Long Term Care, liability issues, estate related issues. We review the rare cases when a mortgage is appropriate for seniors. Medicare options and pre-Medicare options are also covered by our reviews....