Dave Loeffel

Senior Financial Planning

Senior Financial Planning: Your Guide to Meeting Goals

Financial planning as you age isn’t a one-and-done situation. Sustainable financial planning is an ongoing process that is flexible and adapts to your changing goals and situation. For many, the idea of planning is stressful, but it doesn’t need to be. Once you get into the habit of financial planning, your anxiety about money will […]

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Join The Chateau - Luxury Senior Rental - Brand New - Now Leasing

Join The Chateau: Where Elegance Meets Convenience in Amazing 55+ Living.

Cost-Effective Luxury That Enriches Your Life Join the Chateau and start living in a 55 plus rental community like that offers not just a place to reside, but a lifestyle that enriches your life without draining your savings. Compared to traditional independent living options (with medical, meals and maids), residents at The Chateau enjoy significant

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