When you enroll in the Aging Pathfinder Program, you will be establishing a lasting relationship with a trusted professional advisor.
“I recently worked with Samantha to put together a new Estate Plan. My situation felt overwhelming and complicated, but after our first couple of meetings I knew I was in the right hands. Samantha is extremely knowledgeable, helpful, and reassuring. I had some unique circumstances that she tackled masterfully with creative ways to protect my assets. I have recently signed up for the Aging Pathfinder Program so I can continue to benefit from her expertise in estate planning and asset protection as I navigate the challenges of having a loved one with a progressive illness. She provides guidance and valuable resources that I would not have found if I were not participating in the Aging Pathfinder Program.” D.N.