Retire From Work – Not Life
I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.
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According to the U.S. Department of Health and Human Services, about 70% of individuals over age 65 will require some type of long-term care services during their lifetimes. Over 40% will need care in a nursing home for some period. And since 40% of those receiving long-term care are between ages of 18 and 64, it is not just an issue for retirees. To avoid becoming a burden on others—or being impoverished by the high cost of long-term care—investors are using a variety of insurance strategies to help protect their hard earned wealth. To learn more about your choices, please contact me today.
Market watchers breathed a sigh of relief after the S&P 500 broke through to a fresh all-time high this summer after treading water for more than a year. So, does the market have room to run, and what does this mean for valuations? Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Gary Kleinschmidt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, IA, ID, IL, IN, KS, MA, MN, NC, NY, OH, OK, SC, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.