Lisa Shelton's Colleagues at Advisorly
Lisa Shelton's Contact Details
N/A
Canada
Advisorly
Lisa Shelton's Company Details
Advisorly works with insurance and estate partners in service to families. We serve the immediate needs of families experiencing end of life or disability. We deliver advocacy, guidance and education for the major transitions of life. Our certified Elder Planning Counselors facilitate ongoing, holistic support to caregivers and executors.Inside the Advisorly group, elementsplan.com funeral care and logistics can sometimes be our first contact with families - during their moment of greatest need. Insurance professionals, financial planners and estate lawyers realize our unique capacity to deliver personal service to client families in tandem with professional claim and estate support. We fulfill your promise of 360-degree customer care – when they need it most. We also offer a unique Bridge Insurance product. Policies built to cover the immediate logistics and costs of death, where ever it may occur. These decisions are part of comprehensive estate planning and should be completed by everyone.