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Financial Planners & Consultants
About Us
Flat Fee Fiduciary Financial Advisor from Fairhope, AL
Helping Your Aging Parents in Their Sunset Years
Holistic, flat fee services for families who
- are in their 50s-60s and caring for aging parents,
- have power of attorney on their aging parents,
- want to be proactive in preparing for their own retirement and minimizing taxes across two generations, and
- have investible assets of $2M+ between both generations
