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We are a certified financial planner located in Houston. We offer a variety of services including financial planning, investment planning, estate planning, and tax preparation. We ...
We are a certified financial planner located in Houston. We offer a variety of services including financial planning, investment planning, estate planning, and tax preparation. We strive to provide our clients with the best possible advice and services in order to help them achieve their financial goals.

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First step to helping your loved ones is to learn

Paying for Senior Living

Paying for Senior Living

Added: 04.15.2022
6 minutes read
Non-Medical Home Care

Non-Medical Home Care

Added: 04.15.2022
5 minutes read
Your parent may need help with their activities of daily living, such as dressing, eating, bathing or using the bathroom. They may also need someone to cook meals, do laundry and keep their home clean, if they aren’t able to care for themselves in those ways anymore. And depending on their health status, they may need 24-hour supervision.
Types of Long Term Care

Types of Long Term Care

Added: 04.15.2022
4 minutes read
Whether your loved one needs skilled medical care or just a little help in a home-like setting, there are several options when it comes to long-term care.

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