Anyone who has cared for a spouse, parent or friend in a long-term care situation knows the distressing effect it can have on a family and an estate. Although the need for long-term care planning is eminent, we have found many people are simply not aware of how they might best prepare to bear the burden financially.
What is your current advisor doing to help you in this area?
Are you aware of all your options?
Most wealth management firms do not tackle this pressing risk, but we do. We educate our clients as part of our comprehensive, risk-based approach and provide appropriate recommendations based on their individual situations.
firstname.lastname@example.org | (951) 521-1031