We specialize in Retirement Planning
Questions about long-term care?
When most people think of long–term care for the elderly, they think of nursing homes. But it can involve much more than that.
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What Is Long-Term Care?
Long-term care involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities on their own.
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Who Needs Long-Term Care?
It is difficult to predict how much or what type of long-term care a person might need. Several things increase the risk of needing long-term care.
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How Much Care Will You Need?
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Who Pays for Long-Term Care?
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Where is long term care received?
“According to a Moss Adams research study, 81% of investors surveyed said they want financial advice on more than just investments.”
Education
Find the answers you need on our Financial Education page.
We provide financial resources at your fingertips: webinars, seminars, educational videos, retirement calculators and white papers. Our online Financial Education Center is a great place to start!
Retirement Planning
These are five areas you must address to maximize retirement.
- Determine whether you are on track to retire.
- Determine when to file for social security.
- Withdrawal strategies in retirement.
- Determine how to manage risks.
- How to minimize taxes in retirement.
Solutions
We help you acquire the investment & insurance best for you.
We represent you, not the insurance or investment company. We are 100% independent, have access to all major companies and have no financial incentive to sell any one company’s product. Our objective is to help you find the best solution at the lowest cost.
Annual Reviews
As your finances and tax law change, updates are needed.
Your finances change over time and should be reviewed periodically. We schedule annual reviews with our clients to answer any questions, review investments and insurance, discuss tax law changes and identify any potential opportunity costs.