Here are the most common questions families ask when navigating life's transitions.
That depends on your lifestyle, health needs, budget, and preferences. Our real estate partners and assisted living locators can help you explore all your options — from selling your home and moving to a smaller place, to finding the perfect 55+ community or assisted living facility. Call our concierge and we'll connect you with the right expert.
Our financial advisors can review your current financial situation and help determine if your plans are sufficient for your transition. They can advise on retirement income, investment strategies, and how to use your existing assets — like home equity — to fund your next chapter.
Silver Lining Home Services specializes in helping seniors with packing, moving, and removal. They handle everything with care and compassion, understanding that your belongings carry decades of memories. From your first box to your last, they're by your side.
Absolutely! Comfort Keepers provides compassionate in-home healthcare services that allow you to stay in the comfort of your own home. They also offer respite care for family caregivers who need a well-deserved break. You don't have to do this alone.
These conversations can be difficult, but they're important. Our seminars cover this topic in detail, providing practical frameworks for having productive family discussions about the future. Our concierge can also guide you on how to approach these conversations with empathy and clarity.
Clean Slate Estate Sales and Orlando Auctions can help you sort, sell, donate, or dispose of your belongings professionally. They maximize the value of your possessions through estate sales and auctions, handling everything so you don't have to stress about it.
Our real estate experts can walk you through every option. Whether selling outright, renting for income, or doing a 1031 exchange, they'll help you understand the financial implications and find the best strategy for your situation. Your property may be worth more than you think!
Estate planning is essential for protecting your assets and your family. The Orlando Law Group, led by Attorney Andrew Storie, specializes in wills, trusts, probate, and elder law. They can help you create a comprehensive estate plan that gives you peace of mind.
Our financial advisor Ron Somers from W.M. Durham & Associates can help you develop strategies for wealth creation, preservation, and transfer. Whether it's optimizing your investments, planning for tax efficiency, or setting up inheritance structures, expert guidance makes all the difference.
There is absolutely no cost to call our Client Concierge. We're here to listen, understand your needs, and connect you with the right professionals. Each service partner has their own fee structure, which they'll discuss with you transparently before any engagement.
We serve Central Florida, including Orlando, Maitland, Lake Nona, Windermere, Winter Garden, Winter Park, Winter Springs, Altamonte Springs, Kissimmee, St. Cloud, Clermont, Waterford Lakes, Oviedo, and surrounding communities. Our network of professionals covers a wide service area to ensure you get help wherever you are.
Our 3-part seminar series covers Planning for the Future, Downsizing & Decluttering, and Benefits (Medicare, Veterans, Social Security). We bring seminars to communities, churches, and organizations — all we need is a minimum of 10 attendees. Call Terry at 407.326.2826 to schedule.
If you didn't find the answer you were looking for, don't hesitate to reach out. Press the Easy Button — one call can do it all!