If your clients are concerned about the financial exposure to long-term care, your clients aren’t alone.
Contact us to set up a consultation engagement.
We can help.
- We welcome your referrals and your continued collaboration with your clients.
- We don't want to take your clients—instead, we'd like to help you provide niche-level expertise.
- We can consult in person or by phone during your meetings.
- We can also work with you to make sure your powers of attorney are providing the necessary powers to allow us to do our jobs if long-term care becomes a reality for your clients.
Contact us to set up a consultation engagement.