Vision Meeting

Register me for my Vision Meeting!

Our Vision Meeting is an hour and a half long strategy session with Attorney Helayne Levy Payne, in which we will:

  • Ensure your estate planning documents are in good order
  • Develop a plan for your second half of life
  • Answer questions unique to your situation
  • Evaluate your options for long-term care
  • Make planning recommendations based upon your expressed objectives

Let's Chat!

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REPORT SUSPECTED SCAMS

Call AARP's Report Line
1-800-222-4444, option 2
or

Register for Our Upcoming Event!

Age Like You Mean It!

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Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

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You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

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