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Empowering
Financial Guidance
The C.A.S.L. is a membership community for professionals working with seniors, dedicated to fostering collaboration and networking. Our goal is to bring together experts from various fields to create a well-rounded support system, enhancing the services we offer to seniors and ensuring the best outcomes for their care.
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What kinds of transitions do you support?We help with a wide range of senior transitions, including: Downsizing or relocating (including moves South) Aging in place with support Care planning and home safety Financial and estate planning Navigating healthcare systems and long-term care Legacy and charitable giving strategies
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Are you affiliated with any companies or sales organizations?No. Our loyalty is to our clients, not to any product or company. Each of us operates independently or under a professional code of ethics — and we choose collaboration over commission.
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How do I get started?Simply reach out through our contact form or call us directly. We’ll schedule an introductory conversation to understand your situation and connect you with the right professionals on our team.
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How do I become a C.A.S.L member?If you would like to join our network of professionals, please reach out to us directly via email.
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