Broker Check

Long-term Care Strategies

A big concern for baby boomers is outliving good health.

Someone turning 65 today has a 70% chance of needing long-term care services during their remaining years1. Most individuals are surprised to find out that Medicare doesn’t cover long term-care. With at-home care services averaging $21 per hour and assisted living facility costs averaging $4,000 per month2, the bills can really add up.

Does your retirement income strategy account for the possibility of needing long-term care?

We can help evaluate your situation and determine what kinds of products could fit into a comprehensive long-term care strategy.


1 US Department of Health & Human Services. 10/10/2017.

2 Genworth Cost of Care Survey 2018, conducted by CareScout®, June 2018.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More
4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Learn More
Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

610-882-5670