AGING CREATES PROBLEMS YOUR MONEY CAN'T SOLVE.
THAT'S WHY YOU NEED AN ADVANCED RETIREMENT PLAN.ARE YOU RICH ENOUGH TO AVOID THE NURSING HOME?
The answer may surprise you. Wealthy people are forced into institutional care every day despite having more than enough money to pay for care at home. An $80 million estate wasn’t enough to keep American Top 40 DJ Casey Kasem from spending his final years in nursing homes while his family feuded over his care. Being wealthy is no guarantee that you won’t lose control of your life if you become incapacitated.
UPGRADE YOUR RETIREMENT PLAN. STAY IN CONTROL.
If your goal is to avoid institutional care and to do so without burdening your family, you need a plan for the money you’ve accumulated, and that plan must involve the people who will be supporting you as you age. Traditional financial planning strategies don’t deliver that kind of guidance. Advanced Retirement Planning bridges the gap, keeping you in the driver’s seat of your life, even if the unexpected happens, and even if you’re already retired. The path to peace of mind starts with a free consultation.
PRESERVING YOUR WEALTH IS JUST THE STARTING POINT
The Advanced Retirement Planning process starts by creating a comprehensive financial plan to accumulate, invest, and manage your financial portfolio while mitigating risk and minimizing taxes. But it doesn’t stop there. Advanced Retirement Planning delivers benefits far beyond what a financial plan can promise.
GREATER FINANCIAL CLARITY
Leverage a Financial Dashboard that delivers real-time information so you can make decisions with confidence about where, when, and how you use your assets throughout your retirement. Learn how to address the most common expenses in retirement without creating burdens for your family or spending assets that could have been preserved.
BETTER HEALTH DECISIONS
Learn how to view your health through a much broader lens. Identify healthcare providers and other resources inside and outside the insurance system that will help you protect your health – not just react after the fact.
MORE CONFIDENCE IN HOUSING DECISIONS
Get clear on your preferences for housing during retirement. Identify your “forever” home where you can live out your years without creating burdens for your support system – even if your health fails and you need long-term care.
STRONGER LEGAL PROTECTIONS
Shield your assets against threats you’re likely to face while you’re still alive, including threats most people don’t even consider. Build in protections for the people you care about and make sure assets don’t end up in the wrong hands after you’re gone.
FEWER BURDENS FOR LOVED ONES
Make good on your desire to never be a burden by identifying in advance the professionals who will help your agents manage your affairs. Enhance your legal documents with detailed instructions so no one has to guess.
CLOSER FAMILY CONNECTIONS
Share your plan with your support system during a facilitated family meeting. Communicate expectations, hear feedback, get buy-in, and reduce the chance of conflict among the people you love most.
MORE PEACE OF MIND
When your plans for health, housing, finances, legal, and family issues during retirement are integrated and free of the most common gaps that lead to problems, the odds are greater that you’ll be able to take your last breath in the home you choose, and without recruiting your family into service as your unpaid caregivers.
RETIRE ON YOUR OWN TERMS
Schedule a free consultation to learn more about how Advanced Retirement Planning from Better Financial Services can help you reach your goals. Call 206-234-7516 or fill out the form to get started.