Consult a Financial Advisor (Certified Financial Planner or CFP)

Bill’s dad was a proud retired postal carrier.

His friendly and personal manner of hand delivering the mail through the residential streets of Long Beach extended over 35 years. But unfortunately, all the time spent on his feet resulted in failing mobility issues. 

His dad needed constant care just to walk through his small apartment. Decisions needed to be made for long-term, continuous care, and Bill was unsure if his pension would pay for the transition. 

A financial advisor or Certified Financial Planner (CFP) will help you and your loved one design a long-term solution to problems you may encounter with affording senior care. With the assistance of a CFP, you determine what steps to take in preparation for…

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