Retirement

Life transition planning for retirement may simply be addressing concerns for aging in place while living in your current home. Or you may be considering downsizing and relocating, either in the same area, or to another city. If searching for retirement homes is part of the process, I will work with you to review the best available options for your retirement transition.

Team Approach
I understand that selling a home you may have lived in for a lifetime may not be what you “really want to do.” Choosing a new place to live that you’ll love can be challenging. I collaborate with a variety of specialists serving those who are 55+, including estate planners, attorneys, CPAs, as well as a wide network of local community resources and service agencies. Together, we’ll all work to give you the best choices for your unique needs.