We are a  carefully selected this group to address a unique issue facing full-time residents of the eastern shore; where to start when searching for professionals who can guide clients through a sometimes complex set of life changes, including relocation to the shore.  That is why our group contains an investment manager, insurance agent, Medicare and elder benefits specialist, CPA accountant, real estate agent, title company, in-home care specialists, wills, trusts, and estates attorney, as well as a local bank. Simply put, we have constructed a one-stop shop to serve any of your professional needs!