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Sandwich Generation

Sandwich Generation

In The Villages and surrounding Central Florida communities, many retirees find themselves in a unique life stage—one filled with both emotional rewards and new responsibilities. Known as the Sandwich Generation, these individuals often provide support to aging parents while still assisting adult children or grandchildren.

gift of financial clarity

Gift that Lasts

This holiday season, give yourself and your family the gift of financial clarity. Explore ways to simplify your retirement finances and create a lasting legacy filled with peace and purpose.

Frequently Asked Questions

Frequently Asked Questions: Answers to the questions our clients ask most — and the ones they don’t always know to ask.

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