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Financial Planning

Financial and benefit planning experts assist clients in managing their assets, paying bills, accessing benefits and/or community resources, calculating their benefit income and costs (medical, living, and leisure) adjusting for inflation.

A financial plan includes cash flow management, retirement planning, investment planning, risk management and insurance planning, and tax and estate planning. If real estate is involved, ask your financial planner about selling the property versus renting the property and managing rental income.

A financial planner may be able to explain the different insurance products a senior should consider including:

  • Long term care insurance

  • Medicare, including Advantage (Part C) and Prescription (Part D) plans.

  • Income Tax benefits and credits.

  • Government programs such as Social Security, Veterans benefits, Medicaid Waiver program and Medicaid nursing home applications (ICP program), and community based assistance programs for financial and medical needs.

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