Financial Investments in Greenville,
Spartanburg, and Anderson South Carolina

We’re here to help you feel confident in your financial future.

As we age, our priorities shift from being concerned about financial retirement needs to concerns about our health.  Both home health care and nursing home care can incur costs at tens of thousands of dollars each year. Has this possible financial need already been calculated into your retirement income strategy? This need must be considered to ensure both you and your domestic partner will be covered.

While there is the option of Medicaid, it will only pay for long-term care if you don’t meet the minimum financial needs requirement. Other insurance resources such as your employer or other medical insurance plans may not cover the long-term care you’ll need, which puts the responsibility solely on you.

Fortunately, there are options available. With a quick evaluation of a client’s situation, we can help South Carolinians in Greenville, Spartanburg, Anderson and other nearby areas decide on a possible long-term care insurance plan to help them feel more confident in their financial and medical future.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at 864.235.2790