June 10, 2014 by MatadorAdmin 0
Seniors often find that they have not done proper planning when they transition and right-size into a new home. Moving can be costly, overwhelming and stressful. CIC Wealth offers complete transition planning for seniors or for children of seniors who are looking to help their parents. We have partnered with TAD Relocation, the area’s premier downsizing and move management firm for seniors. TAD Relocation takes the stress out of moving and consolidation while CIC Wealth handles the financial aspects of transitioning, retirement and legacy planning. The result is that clients feel confident and comfortable that they are making the right move.