Long Term Care Planning

Protect Your Income & Assets With Long Term Care Planning and Expert Guidance

Long Term Care

Introduction to Long Term Care

According to the Genworth 2023 Cost of Care Survey, the national median annual cost for a private room in a nursing home is over $110,000.

This figure has been steadily increasing, highlighting the importance of planning to protect your financial well-being. Without proper preparation, long term care costs can quickly deplete even the most robust savings, highlighting the need for comprehensive long term care planning.

Have you thought about how you will manage healthcare costs and daily living assistance as you age?

Many believe that personal savings, Medicare, or health insurance will cover these expenses. However, the reality is that long term care is either not covered and or far too expensive to self insure.

Planning ahead can ensure you have the resources to meet these needs without compromising your financial security.

How We Can Help

At Carolina Financial Services Group, we specialize in long term care planning, helping you prepare for these expenses with confidence. Making a plan for long term care is one of the most crucial financial decisions you will make, as the costs can quickly deplete your savings if not properly managed.

With a strategic approach to long term care, you can protect your assets and ensure a comfortable, dignified lifestyle in your later years.

Our tailored approach takes into account your unique circumstances and goals, providing peace of mind for you and your loved ones.

How We Help Clients With Long Term Care Planning:

Understanding Coverage Options

We guide you through various long term care insurance options to help you choose the best fit for your needs and budget.

Cost Analysis

Evaluate potential costs of long term care based on your personal circumstances and the types of care you may need.

Family and Caregiver Support

Develop a plan that includes family involvement and support for caregivers, minimizing stress and ensuring everyone is prepared for future care needs.

Integration with Retirement Planning

Ensure your long term care plan complements your overall retirement strategy, providing a holistic approach to financial planning.

Asset Protection

Strategies to safeguard your savings and investments, ensuring they last as long as you need them.

Our Process

At Carolina Financial Services Group, we offer a personalized approach to long term care planning:

Assess Your Current Situation

We start by understanding your financial situation, goals, desires and potential future care needs.

Strategy Development

From there we create a tailored plan that aligns with your financial and personal goals.

Implement and Support

We assist with implementing your long term care strategy and provide ongoing support to adapt to any changes in your situation.

Schedule a complimentary Long Term Care consultation today to learn more!

Want some 1 - 1 help?

Schedule a Visit Today!

Whether you're looking to retire in the next few years, or have been enjoying retirement already for some time, we're here to help. To talk with a professional simply click below and choose the day and time that work best for you! We look forward to serving you.

We've helped clients for over 20 years make the best decisions possible for their retirement. We look forward to the opportunity to do the same for you!

905-B Conference Drive, Greenville, NC 27858

P: (252) 215-9095

[email protected]