In retirement, healthcare may be the largest expense – and one that no one likes to talk about.
The heavy economic burden of paying for such care should be measured against your available resources. If you need long-term care for even a short period of time, what effect will that have on your estate and any legacy you may wish to leave to your heirs? The decision to purchase long-term care insurance, either individually or under a group plan, generally must be made while you are still healthy. Once a disabling condition occurs, it could be too late to act.
When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity, and maintain independence. We will work with you on forming a long-term healthcare care plan that aligns with your unique retirement journey.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
