Long-Term Care Planning

We can’t predict the future, but we can plan for it

A sudden change in health can undo decades of hard work. Not having a solid plan in place for extended illness or long-term care can affect your retirement goals, investments, and the ability to leave a meaningful legacy.

We’ve seen first-hand the financial and emotional impact that caring for someone with a long-term illness can have; both on the individual affected, and on their families. Living through this experience can bring a lot of stress and uncertainty, which is why we’re committed to helping people create their own long-term care plans. By preparing for long-term care, you’ll be better equipped to handle the financial impact that comes with a sudden change in health.

As you age, the likeliness that you or a loved one will need long-term care increases. Almost 70% of Americans will need long-term care at some point in their lives, and 42% of people in a nursing home are relying on welfare just to get by*.  

We’re experts in long-term care planning and can help create a strategy that may reduce the impact extended illnesses or specialized care has on your investments.

Contact us today to take the first step in preparing your long-term care plan.


* https://www.hhs.gov/aging/long-term-care/index.html