Senior Care Planning

Horizon Ridge Wealth Management provides elder care planning. Aging adults find their financial goals threatened by fears like cognitive impairment and needing long term care.   A financial planner can guide and individual and families in evaluating and implementing aging options like: 

•     Independent Living
•     Home Care
•     Assisted Living or Memory Care
•     Evaluating long term care funding options
•     Reviewing of different living arrangements that fit within their financial constraints
•     How to manage draw downs and maintain a balanced budget over time
•     Working with an elder care attorney to construct an appropriate end of life estate plan

Our team has years of experience addressing many senior care issues.  No legal advice is provided, however we can work with you and your elder care attorney to design a spend down plan to utilize your asses appropriately. 

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates.