Disability planning

Attention To Your Individual Needs

We recognize and appreciate the success and sense of security our clients have achieved through hard work and ingenuity. A long term disabling illness or injury can alter the course of a successful individual’s life by way of eliminating or reducing the ability to earn an income. In addition, protection of existing assets is critical to help ensure current and future income and financial security.

Our disability and long-term care professionals can develop custom strategies to coordinate existing protection of resources with specific individual needs. For many individuals, long-term care costs can have a devastating effect on individual wealth. We have several strategies to help protect assets and provide for estate planning continuity. Our goal is to protect our client’s income and assets in order to provide security for the individual and family members.