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Services
ElderCare Advocates
Keeping Seniors Healthy & Independent
Care Management by ElderCare Advocates
Presenting Options & Pricing
Recommending Solutions & Resources
Providing Objective Evaluation
Comprehensive Financial Planning
Financial Success through Proper Planning
Investment Advice
Tax Planning
Estate Planning
Retirement Planning
Professional Fiduciary Services
Helping Seniors and Disabled Persons Manage Their Financial Affairs
Assistance with Day-to-Day Financial Management
Investment Management
Estate Planning
Ongoing Services
Services to help with ongoing care management.
Tax Preparation Services
Daily Money Management
Expert Witness Services
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.