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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
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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.