The #1 Reason Why People Outlive Their Money
Protecting Retirees from Impoverishment.
From left to right...David, his Father Roy,
and his brother Mark in 1957.
This is Personal.
You might be asking yourself what sets me apart from other financial professionals regarding protecting assets when faced with the high cost of long-term care. Over the last 18 years I've dedicated my practice to long-term care crisis planning and pre-planning. I show people how to protect their life savings even if they, or a loved one, are currently in a long-term care facility, rapidly spending down their life savings, and do not have long-term care insurance. I also educate people, especially Baby Boomers, on how to protect their assets if they should need care in the future.
My experience and expertise is, I have been a Certified Financial Planner since 1989 and I hold a Masters of Science in Financial Services degree. I am also a past long-term care instructor for the state of Washington.