LONG TERM PLANNING FOR INDIVIDUALS
While there is no 'perfect time' to do planning for your loved one, individuals entering adulthood or families that are going through a time of transition should consider life care planning.
Oftentimes, long-term housing is a concern for many parents and caregivers. What housing options exist for my loved one with disabilities? Where will my child live when I am no longer here? These are some of the big questions we intend to answer.
CONFIDENCE & PEACE OF MIND
"I am confident that I have what I need in place to protect our sons finances and whatever inheritance I will be able to leave them.
I can sleep peacefully knowing I have done what is necessary to take care of my sons, even in absence. I feel very fortunate to know James Traylor and his team and appreciate all that he has done for my sons and I."
— Terri K., Mom to Ian & Kyle
OUR COLLABORATIVE PARTNERS
We work with non-profits, employers, and professional organizations that help us do some amazing work! We are a mission driven organization with a community-centric approach.