When we start asking the big questions about how we want to see our lives unfold, the important things in life start crystallizing. Making a plan helps to bring it all into focus.
Why Portico?
When my mother’s health declined, I stepped in to devise a plan that would fund her immediate and long-term care. I then acknowledged that, like her, I too would need to have a plan for care into my later years.
How can I help you plan?
Let’s discuss the pros and cons of staying in your home. Let’s talk about where you would want to move and the type of place that best suits your lifestyle needs. I have personally visited most of the Bay Area’s retirement communities and am happy to share my firsthand knowledge.
Why work with me?
I’ll show you the way. I will connect you with the best people and services in the field. My network includes legal and financial experts in living trusts, reverse mortgages, taxation and financial planning. We can do this.Together.
