Financial Planning
Prepare for the future with financial planning.
You don't have to figure out your financial options by yourself.
The last thing you should worry about is whether or not your finances are safe.
We’ll sit down with you and your loved one to get a better idea of your unique situation and how we can help you confidently pay for services while keeping financial control in your hands.
Our credentialed financial planner will guide you through the process.
1Work with an expert in financial planning.
Bill Novak, our financial advisor, has worked in this industry since 1980. To help our community’s seniors identify post-retirement liabilities they may face, he’s created a bulletproof plan to guide you and your family through:
- Adequate cash flow and discretionary income
- Healthcare planning (Medicare and proper supplement)
- Long-term care liability (either through a strategy or private insurance)
2What financial services do you offer?
In addition to our bulletproof planning, we assist seniors with the following:
- Irrevocable trusts
- Advance directives and living trusts
- Long-term care insurance
- Reverse mortgages
- Investments
- Wills
- And more