We are recognized experts in the highly specialized field of asset preservation for our senior clients. We have achieved successful and lucrative results for more than a decade.
For over 18 years we have focused our attention in the Elder Care Financial Planning.
What is Elder Care Financial Planning?
We Focus our attention, energy, and expertise in three main areas:
- Conservative Wealth Management to provide our clients with conservative investments with near market type results. This planning reduces the potential down side risks of markets and to predictable provide income for our clients in their retirement years.
- Asset Preservation – Pre-Planning—we work with clients to shield their assets from the potential high cost of long term medical costs.
- Asset Preservation in a “crisis” planning environment. We work with a team of experts to guide our clients through the maze of government regulations and aim to preserve the maximum amount of assets, even though our client is in a crisis nursing home situation.
Taking Your Best Interest to Heart
We act as a fiduciary for our clients or in other words putting your interest before ours. We are not captive to any one company or investment idea. We use the strategies best suited for our clients.
Education Is Your Best Defense
We provide complimentary educational workshops in your neighborhood concerning how you can preserve your assets, as well as other vital estate planning strategies.
Learn more about these valuable workshops, get a list of topics, and view our current schedule.