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Get Financial Help Planning for Your Golden Years

While growing older comes with challenges, having a plan in place can ease some uncertainty of your future. Many clients have admittedly put off planning for this life phase out of fear of the unknown, but have been relieved to learn about the many options at their disposal.

With increasing life expectancy and a rising cost of living, we aim to help our clients maintain their livelihood and independence in their later years through these techniques:

  • Methods of wealth preservation if one or both spouses require ongoing assistance
  • How to avoid relying on adult children for care
  • Developing a continuing care plan
  • Gifting strategies and asset reduction techniques

Contact Us Today 

Get a head start on securing financial peace of mind as an older adult. Contact a Thrivepoint Financial representativetoday to learn more about Elder Care Planning.

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