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Testimonials
"Debbie has been a tremendous asset to my step-father as his dementia has progressed. She is very knowledgeable about how to handle the special challenges clients with dementia present. Debbie shows excellent attention to detail, anticipates future needs, and has established excellent rapport with him. We have found Debbie to be trustworthy, caring, and professional at all times. This journey would be much more difficult without her help and expertise. "
Beth C
Beth C
"The family has been struggling with our mother's dementia for quite some years and Debbie's assistance has been an enormous help for all of us. She is a warm and caring person who can also handle money and has been able to offer financial suggestions we wouldn't have thought of - what a blessing she has been to our family!"
Nancy L.
Nancy L.
"Debbie understands the complexities of aging, continually updating her knowledge of financial, legal and health issues that affect the lives of older adults and their families. Debbie has the skills to manage a wide variety of financial situations. Discrete and professional, she is sensitive to the very personal role she plays in the lives of her clients."
Pam H.
Pam H.