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Financial Strategies Advisory

Financial Advisors in Lansdale, PA

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Elder Care Planning

Elder Care Planning is a newer topic to most but something that we have been working on for some time at our firm.  With aging comes a growing concern for losing a significant amount of wealth to a Long Term Care Facility or through other health care related costs.  When careful steps are taken there are a wide variety of options that most are not familiar with. We work closely with experienced Elder Care Planning Attorneys to ensure the necessary steps to preserve your family’s wealth are taken.  Until you sit down and plan for Elder Care you don’t realize how exposed your assets are. We are passionate about taking that fear away and giving you the best solution to this area of financial planning.

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CONTACT US

105 Montgomery Ave. Suite 1053
Montgomeryville, PA 18936
  • Phone:
    215-997-5700
  • Fax:
    215-997-3169

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Financial Strategies Advisory
Phone: 215-997-5700
Fax: 215-997-3169

105 Montgomery Ave.
Suite 1053
Montgomeryville, PA 18936

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Securities and advisory services offered through Geneos Wealth Management, Inc.
Member FINRA/SIPC

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