Peter Shanahan, CFP, CRPC, SPG Group of Hilliard Lyons                  Aging Projects, Inc. Partner


475 S. Church St., Suite 100-A
Hendersonville, NC 28792
Phone: 828-233-1906
2nd Phone: 828-817-1161
Fax: 828-233-1901

Serving Henderson Co., NC.   Also serving: Yes

Provider’s Statement of Service(s):
We provide integrated financial planning advice and investment management to retirees, helping them maximize their ability to remain financially independent. We build cash flow and spending plans, in-line with a long range financial plan, and integrated with our client's estate plans. We also help our clients to automate bill paying, where possible, and coordinate with bill paying services for bills that cannot be automated. This suite of services allows many clients to remain on their own and independent far longer than they could have done on their own.