When we develop a financial plan with you, we consider all the factors that may contribute to an independent future that comes with comfort, dignity and financial security. These lifestyle qualities so often can be impacted by the challenges of aging or illness, whether for yourself or a loved one.
Our experience shows us that discussions and decisions about long-term care issues can be stressful, both financially and emotionally. But we see this depth of information as critical to formulating the most holistic plan for your future.
Bonnie Beaudette Davis, our long-term care specialist, assists the process by facilitating compassionate and frank discussions to help her analyze your overall need for long-term care coverage. The result is an objective, fact-based recommendation focused on your needs and goals.