At Financial Solutions for Seniors
Our Flagship Services Are:
Financial Heath Care Planning and
Wealth Enhancement & Preservation
Seniors have worked hard through their lifetimes to accumulate savings to (hopefully) last through their senior years. We provide Financial Health Care Planning (an essential part of Estate Planning) to make the most of these assets in anticipation of the extreme burden that Long Term Care costs can be on Seniors and their family members.
Before a Senior transitions into a long term care environment, all levels of care should be considered and planned for whether the care is at home, independent living, assisted living, or nursing home. We identify if the Senior is eligible for any government funded programs and/or tax free income.
Our goal at Financial Solutions for Seniors is to educate our Seniors and their families by providing the best possible financial solutions on how to pay for their long term care costs.
Financial Solutions for Seniors is a boutique financial services firm focusing primarily on Seniors and their families. With over 70 years combined experience in the financial services area, we work with Seniors, their families, POAs, elder care attorneys and tax professionals to help assure that Estate Planning includes essential Financial Health Care Planning.
All Financial Health Care Plans are designed to meet the Seniors and their families specific goals and objectives and fully coordinate with their Estate Plans.
Our Wealth Enhancement & Preservation programs are designed for high net worth individuals with complex tax issues. We work with CPAs, tax attorneys and other tax professionals that work with Seniors, Boomers and the younger generations with significant assets and/or income. Typically, people in these situations have financial issues such as: Federal Gift, Estate and Income Taxes plus State Inheritance Taxes and RMD Distributions. With our WEP programs we can position individual, corporate and family assets and income to meet current needs while reducing or eliminating future tax liabilities, whereby creating a tax-efficient environment.
With the WEP programs in place, Financial Solutions for Seniors can help position your assets and direct your income into programs under the current tax laws, rather than hoping for future beneficial tax-law changes in a period of turbulent markets, unsure political environments, international trade-imbalances and significant Federal deficit spending.
Contact Financial Solutions for Seniors to help assure your future is predictable and secure.
Call for Your Free Consultation
Email Us: info@fsseniors.com
Documents: Click Here and Here to Download Documents to Prepare for Your Initial Free Consultation