Secure Retirement Planning- Alan Richards

We understand how difficult the transition from your home to an assisted living can be. With years of experience helping families through this time of change and uncertainty, we are able to meet with families and find solutions to enable loved ones to afford to pay for the care they need. We are experts in working out solutions using VA benefits, Medicaid as well as people using their savings to pay for care. We take a 3P approach to each situation; Prepare, Protect and Preserve your assets.

Services Offered:

• Analyze how much money you will need to pay for your care
• Determine how much Risk are you assuming in your current portfolio
• Decipher how much are you paying in hidden fees
• Evaluate if a stock market drop would devastate you
• Review if you are eligible for any government assistance

Counties:

• Davis
• Weber
• Cash
• Morgan
• Box Elder

Our reputation within the long term care community for providing viable answers and strategies for difficult situations with an extraordinary level of compassion is unsurpassed. We have years of experience and in-depth knowledge helping seniors and their families navigate the golden years.