TAXTALK QUESTIONS

One of the biggest fears our clients have is that a nursing home or a healthcare emergency could result in a spend-down scenario. You need to develop a plan to cover the potentially devastating cost that long-term care presents. Which type of policy fits your situation the best? What's the best way to fund or pay for the care? Are you self-insured, or do you need insurance to ensure you have enough to cover this cost? Our advisors are equipped with the knowledge and expertise to help you develop a healthcare plan. From choosing the right health insurance for retirement, to making Medicare decisions and purchasing supplement insurance, to buying a long-term care insurance policy, our team will make sure you have the t's crossed and the i's dotted... Investment strategy is meant to be unique. A cookie-cutter type allocation using a traditional 60/40 type split between stocks and bonds is far from unique. Each client at W.A. Smith Financial is unique, so our team builds custom investment..

Primary location: Independence United States