25 Ways We Help Clients Build Better Relationships with Their Money
8.) We help clients assist their parents and children with their finances.
Our parents were often there for us when we needed assistance learning to walk, talk, and interact with and navigate the world. We know many of you want to be there for your parents when their bodies no longer perform like they should. Doctor visits, hospital visits, and making end-of-life decisions are some of the most challenging experiences we go through with our families.
Arrivity is proud to have many two and even three generation families come back to us regularly for financial planning. Many of our clients have us assist their parents (or children) with their personal finances so we can ensure each respective family-unit can maintain financial independence for as long as possible.
One important consideration for every person nearing or at retirement age is how they will handle Long-Term Care (LTC) during their final years when constant care may be required to ensure a healthy and safe living environment. We give recommendations on whether LTC insurance or self-funding LTC (either with earmarked investments or significant real estate assets) is more appropriate given the bigger picture involving your investments, family and estate.
Please contact us at: Contact Arrivity or 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
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