Are you aware of the out pocket medical costs that you and your spouse will be responsible for after you have chosen a Medicare plan or Supplemental health care policy?  The costs which you will be responsible for, are premiums, co-pays, and deductibles that Medicare, Medicare Supplemental plans, or Advantage Medicare plans will not pay. A recent study stated that the amount will range between $200,000 to $400,000 over the remainder of your lifetime.  This estimate does not include long-term care. How will you pay for this cost and not seriously affect your cash funds? Is there a Wealth Management company or advisor that can provide you with a fixed cashflow to cover this cost without taking on more risk in your investment portfolio? I do not know, but I do know a way you can diversify your funds into a strategy that will assist you in providing longevity. You need to book an appointment to see if you qualify for this strategy. Email or Call me.

What are strategies that are often neglected or are not considered or planned for which will provide sufficient liquidity to cover out-of-pocket health care costs? Consider contacting me to find out the answers.  I have developed plans which provide longevity for you unexpected expenses by diversifying funds into liquid cash funds. Over 50 years of experience in the financial services industry.  Question and Answer session only!

Quote From The New York Times, Dated June 30, 2023

“A 65-year-old this year, can expect to spend an average of $157,000 on health and medical costs over roughly a 20-year period.” That is for one person, and you can expect to pay more if you have a spouse. Contact me to see if you qualify for a strategy which will provide funds to cover these health care costs. Our goal is to provide you with certainty that you won’t outlive your funds.  

Free E-Book full of valuable resource information for Long-term care.

To better serve you and our future clients, I have developed a long-term care survey, but I need your help! By completing the short, six-question survey, you can help me gather the information I need to shape my business to better serve the community. As a thank you for participating and completing the survey you will receive a free E-Book.  Click on the survey link.

Thank you for helping me to better serve and educate our community.

Respectfully,

Charles Walt Wilson