What Your Financial Advisor is NOT Telling You Could Wipe Out Your Retirement Portfolio
Allen Freeman CFP?, CDFA?, CLTC?
Helping High-Income Earners Optimize Tax Efficiency and Build a Tax-Free Retirement Income
Unexpected long term health care events have wiped out the financial portfolios of one of your loved ones in the past. This free training shows you how to avoid it happening to you or a loved one.
It has nothing to do with what Wall Street does or how much you are taxed by Uncle Sam. It's not much fun to discuss, which is why most don't.
It comes down to this… How much will healthcare cost throughout retirement?
Don't know?
According to Barron's, it's $565,142 on average for a 65-year-old couple throughout retirement. ??
Surprising, isn't it? It's not likely going to be the thing you want to talk about but...
??This is a conversation that you need to have, as unpleasant as it may be.??
Most financial advisors avoid this conversation on the surface because it can be truly unpleasant -AND they are often more concerned with their profit margins too.
Let me explain.
I have effectively employed a strategy many wealthy people use that's available to everyday folks, too.
It allows you to repurpose a small portion of your portfolio and use tax incentives to create leverage to pay for future long-term health care events.
To most financial advisors, this sounds foolish. Why would they recommend a strategy that will carve off $100,000 from their client's portfolio and leave them with less money to manage?
After all, they get paid on managing assets, so the more the better.
AND they are not specialists in the realm of long term care planning.
Hi my name is Allen Freeman, I am a Certified Financial Planner (CFP) and Certified in Long-Term Care (CLTC) and focus on helping pre-retirees and retirees protect and keep their assets sheltered even when the unexpected inevitably happens.
I am dedicated to educating my clients, and while my strategies may not work for everyone, I have helped many families protect their nest egg from long term healthcare events that have affected many of their friends and families.
To learn more Click here. https://seniors-thrive.com/opt-in-ltc/