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Advanced Retirement Planning
Create a plan for the problems money can’t solve.
Even if you’re already retired.
Even if you’re already retired.
To avoid institutional care, avoid losing assets paying for care, and avoid burdening your family with your needs as you age, you need more than just a financial portfolio. You need a plan for the money you’ve accumulated. You need a way to direct your family/support system to use your money to maintain your quality of life and to manage your affairs in the way you prefer. Financial plans don’t include that kind of guidance, but an Advanced Retirement Plan does.
Upgrade Your Retirement Plan. Stay in Control.
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 also delivers benefits far beyond what a financial plan can promise.
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 running out of money or creating burdens for your family.
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.
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.
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.
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.
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.
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, without running out of money, and without recruiting your family into service as your unpaid caregivers.Don't Leave Your Future to Chance
Schedule a free consultation to learn more about how Advanced Retirement Planning from BFS can help you stay in the driver’s seat in retirement – all the way to the end. Call 206-234-7516 or fill out the form to get started.