Amanda Shamsie, Owner
We help seniors transition to their new homes with ease and comfort, while maintaining their dignity and independence. We will work closely with our clients and their families to develop personalized plans that meet their unique needs and preferences.
We will handle all aspects of the move, including sorting, packing, coordinating with movers, unpacking, and organizing, so our clients can focus on their well-being and enjoying their new homes.
Our team also oversees every aspect of the selling process including: working with contractors, staging, professional photography, listing the property for sale, and marketing.
Bill Witt, Managing Partner
Senior Resource Center (SRC) was created by Bill Witt and Tara Kendrick to fill the gaps in the retirement income planning and elder care processes.
The team at SRC understands the unique needs of people enjoying the prime of their lives as well as those in their later years—and the people who care for them. We are dedicated to providing the best retirement and supportive outcome for you and your family, building lasting relationships and establishing a legacy that lasts for generations.
Roy Snarr, CFF, CLTC, LACP, NSSA
With over a decade of experience I have been fortunate to have helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. My experience has enabled me to make regular ongoing national/local television appearances on all major networks and to be a nationally syndicated published author and contributor.
I make it my priority to deliver beyond my client’s expectations by helping them strategize the best solutions based on their needs. My clients have peace of mind, knowing that their families and businesses will be financially sound in the event life throws a catastrophic curve ball.
Stephanie Hon, Owner/Lawyer
Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?
At the Law Offices of Stephanie Hon we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.
We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation and increased growth, we’ve got you covered.
Dana Lasman, Medicare Benefits Specialist
We provide unbiased assistance and support to compare and select Medicare plans tailored to fit your needs. Based in Austin, TX and licensed nationwide.
Many people are at risk of losing important Medicare benefits and entitlements due to being unaware of what the program covers and of significant time frames and enrollment windows. Choosing the wrong Medicare insurance plan can affect the quality of your healthcare and the security of your finances for the rest of your life, but using an independent Medicare agent can make a big difference.