OUR ELDERCARE FINANCIAL PLAN

Our Eldercare Financial plans focus on the most tax-efficient, cost-effective ways to pay for Long-term Care 

Explained.

Whether you are dealing with a long-term care need for an aging parent or you are a Baby Boomer looking to plan ahead for your future needs, our Eldercare Financial plans may help you design a roadmap for paying for Home Health Care, Assisted Living or Skilled Nursing Facility costs in a tax-efficient, cost-effective way. As an integral part of this planning, government programs such as Medicaid and Veteran’s Benefits are assessed to potentially reduce the out-of-pocket expenses for health care. Then, the use of life insurance and annuity products with Long-Term Care Riders (additional costs may apply) are explored to assist with your qualifying health care needs.

 

An Eldercare Financial plan addresses the specific cost concerns you have for your loved one’s care, allowing you to focus on more important areas - like providing emotional support to your family member when they need it the most.

 

Our Eldercare Financial plans are designed using a 4-step process:

 

  1. Clearly define and understand your loved one’s care needs and associated costs.

  2. Evaluate all sources of income, expenses, cash flow, taxes, current asset allocation, economic variables and health/longevity risks.

  3. Analyze facts and create a written, comprehensive plan in a language that you can understand.

  4. Implement plan to help achieve good results. We coordinate with Elderlaw Attorneys who can help you with the applications for Medicaid and Veteran’s Benefits when appropriate. Upon implementation of the plan, we carefully monitor and communicate with you on a regular basis through periodic reviews and quarterly reports.

 

 

FREE BOOK

This book is a consumer’s real life, hands-on guide to legally protecting your assets and your home even if you are already in a nursing home.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state`s broker/dealer, investment adviser, or BD agent or IA rep

requirements, as the case may be; and follow up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized

investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

 

We are security licensed in the following states: IL, MO

All Rights Reserved. © 2018 by Wealth Protection Advisors, LLC. 

P: 636-441-3700

F: 636-441-3796

info@wpa123.com

2046 Queens Brooke Blvd., Suite #100

St. Peters, Missouri 63376

Securities offered through Center Street Securities, Inc. (CSS), a registered Broker/Dealer and member FINRA / SIPC. Investment Advisor Representative, Center Street Advisors, Inc., a Registered Investment Advisor. Wealth Protection Advisors and Center Street Advisors are independent of CSS.

 

Not all of the concepts and ancillary programs described in this website are available through Center Street Securities, Inc. and Center Street Advisors. They are only available exclusively through Wealth Protection Advisors represented on this website.

 

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.