Financial Planning

Learn More About Financial Planning

Financial planners partner with clients to manage finances and achieve long-termgoals, covering everything from investing and retirement savings to educationfunding and wealth preservation. They possess in-depth expertise in personalfinance, taxes, budgeting, and investments, specializing in areas like taxplanning, asset allocation, and retirement or estate planning. Fiduciaries bynature, financial planners are obligated to prioritize clients’ interests, avoiding anythird-party payments when recommending financial products.

A few items specific to funding long-term care:

  • Asset Protection
    • Life Insurance
    • Disability Income Insurance
    • Long-Term Care Insurance
  • Investment and Retirement Planning Needs
    • Annuities and Immediate Care Plans
    • IRA’s and Educational IRA’s
    • Mutual Funds
    • SIMPLE IRA & 401(k)
  • Tax Deductions for long-term care costs
  • And more!

Do you need guidance on ways to pay for your senior living community?

We help you understand your options and ways to maximize  resources available to you!​

OPTIONS FOR FUNDING YOUR LONG TERM CARE

SHORT TERM BRIDGE LOAN

A short term Bridge Loan is a loan that will allow for you to pay for care now until permanent funding is arranged.

VETERAN'S BENEFITS

Veterans have benefits available to assist in paying for senior living with potential maximum monthly awards ranging from $1,432 to $2,642.

REAL ESTATE

You can use the proceeds from the sale of your home by listing your home with a senior-focused Realtor®

LONG TERM CARE INSURANCE

If you purchased long term health care insurance we can help you review your policy to determine if it will pay for your community.

TAX
DEDUCTIONS

Learn about the tax deductions available to you and your family when paying for care in a community.

LIFE INSURANCE CASH VALUE

If you have a life insurance policy, you may be able to transform that policy into a pre-funded financial account that will disburse a monthly benefit stipend to help you pay for long term care needs.

MOVE MANAGEMENT

Free up time and alleviate yourself from the overwhelming process of moving. Senior moving specialists are available to help with as much or as little of the work as you’d like!

Schedule a Time to Talk to a Senior Living Specialist NOW