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S. R. Schill & Associates | Longevity Planning
- Finance
- Mercer Island, WA
About this business
Location details
2448 76th Ave SE UNIT 107, Mercer Island, WA, 98040, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 3:00 p.m. | |
| Tue | 8:00 a.m. to 3:00 p.m. | |
| Wed | 8:00 a.m. to 3:00 p.m. | |
| Thu | 8:00 a.m. to 3:00 p.m. | |
| Fri | 8:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
In our 80’s and with changing health status, we realized we needed to update our wills and POA’s for Health and Finance. Scott was a delight to work with—knowledgeable, informal, humorous, and generous with his time. We appreciated his broader view of planning—not just estate planning but providing ideas and resources for enhancing our lives now. Even though our children live far away, they were included in the family meeting to review our plans. We can’t say enough for the warmth and concern of Scott, Lail, and Victoria. It... read more
Thoughtful, thorough, diligent, helpful.
As I navigate the aging process, I have been working with Scott Schill and the Longevity Program. Scott spent time getting to know me, my needs and desires. He created a “roadmad” that has helped me feel more comfortable with my decisions and goals as I move forward.The information and resources he has provided are invaluable to me now and will be for my children in the future. I cannot thank Scott enough for what he has done for me and my family.
We started working with S. R. Schill & Associates as we neared our transition to retirement and have truly appreciated the guidance and support we have received. Scott Schill is friendly and knowledgable. He listens with compassion, asks thoughtful questions, and offers positive solutions to support our longevity planning and help us to support our aging family members.
As an elderly couple in a 55+ residence, we attended a session on “protection of our finances”. We appreciated the thorough presentation by Scott Schill, not only for the information, but his caring, supportive, and warm presence. He was the answer to our need for a knowledgeable, supportive person to update our trust, and helping us develop important aspects of our final life chapter. We appreciated his insight into deciding on medical and financial concerns, including family communication in some final plans . Working with... read more
Frequently asked questions about S. R. Schill & Associates | Longevity Planning
How is S. R. Schill & Associates | Longevity Planning rated?
S. R. Schill & Associates | Longevity Planning has a 5 star rating with 24 reviews.
When is S. R. Schill & Associates | Longevity Planning open?
S. R. Schill & Associates | Longevity Planning is closed now. It will open at 8:00 a.m.
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