Long Term Care

We focus on the long-term care planning conversation that many families often avoid. Clients often want to sit down and discuss their retirement and rarely consider how a long-term care event can affect their life savings and impact their loved ones. We aim to address the potential retirement gap that may arise. The best time to think about long-term care is before you actually need it. The most effective way to plan for these unforeseen events is when a person is healthy and has more options. We want to make sure you and your loved ones are protected and taken care of.

Our Long-Term Care Planning Team goes deeper than providing an illustration. We pore over your family history, looking at elements of longevity, illness, and even family dynamics to get the full picture of the care you or your loved ones may require. While savings and family members may cover certain elements of care, it’s always best to have a strategy in place to gain leverage for the care that’s truly deserved—one that may suit all needs instead of vaguely addressing some.

We want you to walk away feeling empowered, in control, and fully equipped to handle whatever your future may bring.