Why You Need a Plan for Long Term Care
Costs are expected to increase substantially in the next 20 years and we want to help you prepare for medical related expenses as part of your overall financial and retirement plan.
Contact us for a complimentary evaluation
Our team will ask a series of questions to fully understand your situation and determine a recommended coverage level.
Our Potential Plan for You
- Fund an HSA
- Investment account solely for medical expenses
- Partially mitigate LTC expense risk through purchasing and insurance policy that includes:
- Cash Value
- Death Benefit
- Inflation Protection
- Flexible Premium Options
- Customization for your specific situation
Visit the Nationwide Long Term Care comparison site to gain an understanding of what costs could be in your state.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Wendell Charles Financial or LPL Financial.
Registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: California, Hawaii, New York, Washington, Iowa, Illinois, Indiana, Virginia, Michigan, Minnesota, Maryland, Arizona, Utah, Nevada, Colorado, Oregon, Tennessee, and Texas.