Broker Check

Let's talk about your plan to pay for long term care....

What is your families strategy to pay for the tremendous costs associated with LONG TERM CARE?

If your like most families, it is HOPE! Hope that no one ever gets ill, hope that they have enough money to find professional help!

Lets be honest, that is not a plan.

What if you could use a portion of your accumulated savings or retirement accounts and create  leverage, and ultimately a tax free stream of income to better protect the rest of your wealth?

Traditional long-term care insurance may not be the best option!

How much of my net worth should I allocate to building a proper extended care strategy?

Well, that depends. Usually a small portion.

But if you chose to ignore this reality, then you have chosen to allocate ALL OF IT!

So, what is someone supposed to do?

Let us have a conversation about what may be done to help protect those you love and help make sure your able to maintain your independence as you cycle through the 3 phases of retirement. GO GO, SLOW GO and NO GO!

You may be eligible for a variety of alternative strategies to leverage dollars to provide TAX FREE income in the event of you needing long-term care.

Click the link to download a free  Managing Long Term Care Spending Risks in Retirement report on these strategies by Wade PFAUF Wade D. Pfau, Ph.D., CFA, and Michael Finke, Ph.D., CFP® of The American College of Financial Services.

If someone you love is already receiving care and spending down their wealth and you would like to protect assets give us a call we can help.

Download our pre-consultation LTC Plan Organizer  to organize yourself and to help us get to know a little more about your situation.

If your planning ahead and want to make sure that no one you love will be forced to put their lives on hold to care for you, there may be solutions that can help.

For a confidential Long Term Care risk analysis call us today.

Rick Reding, C.L.T.C.  (775) 786-2213

President, Pinnacle Resource Management, Inc.

Have a Question

Thank you!