8

Assist in adding ramps or transitioning the home for senior needs and a more comfortable lifestyle.

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Zane Widdes
7

Assemble personal team including assisted living locator, medical, packing aids, assign realtor, relocation manager, CPA, contractor, etc.

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Zane Widdes
6

Financial forensic discovery including identifying trust, crisis managers, case managers, finding errors, and thorough analysis of the situation.

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Zane Widdes
4

Provide wealth & cash flow analysis including partnering with a CPA and estate attorney.

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Zane Widdes
3

Identify your lifestyle and how that fits with cash flow and possible investment opportunities.

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Zane Widdes