Speak With an Elder Life Advisor
Retirement is a reward to look forward to after a lifetime of providing for your loved ones. Unfortunately, right about the time your primary source of income ends, the need for it becomes even greater as medical needs grow. The costs of long-term care today are large enough to endanger everything you've put away for your future and your family.
That's why transition out of the workplace requires transition into a new mindset. Financial strategies for most people must be very different in their later years. The gambles traditional advisors take with the stock market are no longer safe. Risking your principal also risks your ability to care for your welfare down the line.
As you age, return on investment should give way to retention of investment. Our financial advisors and legal partners guide the shift from asset appreciation to asset preservation. We secure your investments from the uncertainties of Wall Street to guarantee your savings no matter what life may bring.
Our process begins with a free consultation to offer you one thing—options. To do this, we conduct a confidential review that takes into account critical factors other advisors aren’t trained—or incentivized—to examine.
Our review includes things like:
The result is a customized financial analysis that we can then use to guide you to the right legal partner for modern estate planning.
There’s no fee or obligation for our review. We’d simply like to show you options to safeguard your assets that you won’t find anywhere else. Your Elder Life Advisor is ready when you are.
Request a Free Consultation
Investing for People Over 50
Are YOUR investments protected from market loss?
SOURCE: Greenwald & Associates Guaranteed Lifetime Income Study. 2020
Market Ups and Downs
Are YOU prepared for the next bear market?
SOURCE: Invesco Bull & Bear Markets Historical Trends and Portfolio. May 2019
Declining Interest Rates
Are traditional banking guarantees still a planning consideration?
SOURCE: The Federal Reserve and CD Rates. October 2021