Keen Home Care can refer you to distinguished, well-respected wealth managers who can help you wisely invest and safeguard your assets to ensure quality of life in your senior years.
Wealth management combines:
- Financial and investment strategies
- Education related to changing tax laws
- Wealth transfer
- Retirement and estate planning
Some wealth managers also provide banking services and philanthropic advice and management.
A wealth manager acts as a strategic guide and fiduciary steward of your wealth development and sustainability. To do this, he or she may utilize life and long-term care insurance.
Keen Life Care Managers often collaborate with wealth managers to develop a customized plan in which your money outlives you. We look at your health history, current health status, anticipated care needs, quality-of-life goals, and end-of-life wishes in light of service costs and available funds.