Extended Care Planning

We can help you develop a plan designed to cover the costs of getting the help you need, in the environment of your choice, without sacrificing your retirement lifestyle.

There’s no question that we are living longer than previous generations. Healthier lifestyles and medical advances have given us many more years to look forward to. They’ve also increased the odds that we will need assistance with our daily living sometime in the future — perhaps for many years.

Some assume their children will step up. Others aren’t so sure, or would rather avoid that scenario. While many are concerned about the cost of long term care insurance, that is just one solution. There are other ways to fund your extended care plan. Let us show you the options.

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Don’t Think About Finances Today.


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We check our to-do list to see what’s most important.


Will You Be Forced to Retire?


Many people have a pretty good idea of how long they want to work. You may even have a financial plan that assumes you’ll retire at a certain age.