The planning consultation is effective, leading to answers to questions such as:
We also make referrals to local and national leaders in financial planning, estate planning, and fiduciary services.
What is the difference between traditional long-term care insurance, and a hybrid plan?
Let's discuss your situation, paying attention to both your health and the level of your assets, to find the most suitable solutions for handling a long-term care event.
We'll go over the differences between funding long-term care with your own assets vs designing either a traditional or a hybrid insurance plan.
What is the best Medicare plan?
The answer to this question depends in large part on the medications you take, as well as whether you want basic coverage with higher co-pays, or comprehensive coverage with no deductibles and low or no co-pays.
I can help you navigate the complexity of Medicare enrollment, or possibly also help you change your existing Medicare plan, if that's best for you.
"Long-term care is the single most catastrophic financial risk you face. And that's why the protection of insurance is so important."
(Wall Street Journal - Smart Money 5/08)