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Mary Jo Lafaye, Founder

Tax and Retirement Income Planning — a Consortium

Reverse Mortgages • Tax Planning • Silver Divorce • Medi-Cal

Retirement Income Strategy • Actuarial & Pension Analysis

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Financial Advisors

managing retirement cash flow, taxes and housing wealth

Silver Divorce

Downsizing and Right-Sizing

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helping clients afford quality care —at home or assisted living

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