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Join the 30% of individuals that achieve a successful retirement by using our products to create a blueprint for a LifePlan.
Create a Successful Retirement in AgingOptions Academy
Your plan to avoid the nursing home, avoid going broke, and avoid becoming a burden starts here. Create a plan for retirement that answers the questions that financial plans and legal documents can’t. This acclaimed online course created by Elder Law Attorney Rajiv Nagaich shows you how.
Custom Planning

If you’re interested in a concierge-level experience, a Custom LifePlan is a great option. Work one-on-one with an experienced Life Planner to create your LifePlan for a successful retirement. Custom LifePlanning includes an in-depth assessment, a plan letter, a detailed LifePlan Blueprint, legal documents, a facilitated family meeting, and follow-up. Book a consultation to learn more.