FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Long Term Care Planning

You spend a lifetime working toward your financial goals.  So why risk losing it all if you got sick and need extended care that Medicare didn’t cover. Almost 70% of people turning age 65 will need long-term care at some point in their lives. Let’s discuss the options available to address long-term care costs. Some of these options may surprise you. Stay in control with flexible protection.  Not only will benefits help pay for long term care costs, but there are options where if you don’t use the policy you won’t lose your premiums.  Or, you can choose  tax-free death benefits.  Whether you choose to leverage your long term care dollars, or leave a legacy to your loved ones, or simply get your money back if you don’t need care is your choice.  Call us for your free consultation.