Supporting Family Members
For September, I want to highlight one of the biggest priorities for the people we help – Supporting Family Members. A new client was worried about his aging Dad who was starting to experience some cognitive decline. There was no long-term care in place and his Dad was mainly living off Social Security and a depleted savings account. With aging parents, there’s hardly ever an easy solution. However, our team was able to walk this client through the many things to consider, including – activities of daily living, safety issues, medical and health concerns, where to live, legal and financial issues, quality of life, the possibility of self-care, and the strain on family and relationships. With input from the new client, his Dad, and our guidance, we were able to put a plan in place that had the whole family feeling confident about their future life and wealth.
If this resonates with you and is the kind of relationship you are looking to have with a financial advisor, consider reaching out to myself or other members of the team by clicking here or emailing me at firstname.lastname@example.org