SENIOR ADVOCACY GROUP

As a professional fiduciary, we can serve as our clients' independent trustee, agent under a Durable Power of Attorney, Healthcare Surrogate or Personal Representative for those who have no one else to protect them. Our fiduciary services often serve as a starting point for building a client's complete assistance program, which can range from addressing legal and financial needs to medical, emotional and social needs... With each client, we start with an initial assessment. We understand that each individual situation is unique. Through discussion and research, we identify and understand the client's needs and concerns. From there, we develop a customized program of services to address the issues at hand and secure his or her future... We do not replace your other advisors - such as your attorney, CPA or investment advisor - and we do not sell financial products or services. We are part of the team protecting you and your family.

Also known as: Senior

Primary location: Naples United States