Living for the present, charting a plan for the future
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Our goal is to provide our clients with everything they need to reach their retirement and financial goals.
Estate Planning in “-tion”
A poem written by: Skip Skolnik, Founder & President Without a plan comes frustration,Families tangled in duplication.But with clear thought and firm direction,We help guide
The Greatest Time in History to Be Alive
Human history is filled with remarkable eras—periods of peace, discovery, or cultural flowering that seemed to define “golden ages.” Ancient Athens, the Italian Renaissance, the
All I Want For Christmas As a Cleveland Sports Fan
All I want for Christmas (I’ve checked this list twice),Is Cleveland sports teams that actually play nice.I don’t mean polite—I mean wins on the board,Not
Customer Service Isn’t Dead—But It’s on Life Support
After more than two decades serving in the Senior Services industry, one of the most troubling observations I’ve made is this: customer service has all
Too Soon is Better Than Too Late
After more than two decades in the senior services industry, I’ve had the privilege of helping hundreds of families prepare for one of life’s most
We’re in the Transportation Business — Just Not the Kind You Expect
I’ve had thousands of conversations with older adults and their families. Some happen in my office, others in living rooms or at community events—but one
Finish Strong: Embracing Change in Estate Planning
After more than two decades in the senior services industry, one of the most evident truths I’ve come to recognize is this: people don’t like
You Need a Plan… Or You’re Part of Somebody Else’s
There’s a saying I often use with clients: “You either have a plan, or you’re part of someone else’s.” It sounds like the kind of
Understanding the Rules: Why Nursing Home Protection Requires Planning, Not Winging It
By Skip Skolnik When it comes to protecting assets from the costs of nursing home care, most people don’t plan—they react. And unfortunately, reaction is
