CPAs & Financial Advisors

If you have an aging clientele that is inquiring about how, or if, they can protect assets in the event one or both need long term care, we can assist in resolving their concerns. We have assisted couples who often spend much of their hard-earned investments on the high cost of care simply because they are unaware that they could have qualified for assistance. Let us explain the complex rules to any of your clients who may need care and help them to preserve their investments with you.