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    5200 N Palm Ave, Suite 301 Fresno, CA 93704 O: 559.475.9322
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    200 Camino Aguajito, Suite 300 Monterey, CA 93940 O: 831.324.4877
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The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
Read
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.

Retirement & Longevity
A well-orchestrated care team can offer coordinated support
Meet the eldercare specialists you didn't know you'd need.
Retirement & Longevity
Aging in Place Guide
10/26/2018
Retirement and Longevity
Longevity Planning Questionnaire
7/24/2018
Retirement and Longevity
Working With You To Simplify Medicare Decisions
7/24/2018
Retirement and Longevity
Healthcare Services You Can Depend On
7/24/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
Advocacy in Your Time of Need
7/24/2018
Retirement and Longevity

Are you ready? Let’s uncover the possibility of working together.

Capital WaypointCapital Waypoint
  • Fresno Office: 5200 N Palm Ave, Suite 301 Fresno, CA 93704
  • O: 559.475.9322
  • Map & Directions
  • Map & Directions
  • Monterey Office: 200 Camino Aguajito, Suite 300 Monterey, CA 93940
  • O: 831.324.4877
  • Map & Directions
  • Map & Directions

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