Company, behind new name, targets niche service for seniors

An attorney and a banker have found success running a business in an under-appreciated area: the gray areas that help seniors transition to a new phase in their lives.

Stefania Pifferi. Senior Advocacy Group partners Shelley Rhoads Perry and Linda Flores handle myriad legal and financial tasks for clients.
Stefania Pifferi. Senior Advocacy Group partners Shelley Rhoads Perry and Linda Flores handle myriad legal and financial tasks for clients.
  • Law
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Naples trust and estates attorney Shelley Rhoads Perry had long seen a need for a business that would help seniors “connect the dots” between their existing financial lives and the transition that would occur after their passing.

 

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