Integrated Wealth Advisors

We help senior families during the last chapter in their life. Services include:

1. Showing seniors how to “take charge”, and not lose control while making decisions

2. Financing uncertain future to afford the best living arrangements while avoiding running out of money

3. Affording the medical care that the senior deserves.

4. Help seniors express their wishes about end of life decisions and establish their legacy plans

Harvey can save clients from needless troubles and heartaches by talking about matters related to the rest of their life. 
For more details, call Harvey at 860-778-8168