If you are considering planning ahead to build your financial future, congratulations! Only 25% of the American population has a financial plan, so you are ahead of the game.
What is a financial plan? It’s a plan which can build and preserve wealth for your future. It also considers, prepares and protects you against the financial risks you may encounter after you retire and are operating on a fixed income. The most significant of these risks is the cost of long-term care, but there are many other risks which must be considered as well.
Every client we encounter has different needs and we take into account all the subtleties of our client’s wishes and the many strategies which can be brought to bear.
Our goal at Stronghold Financial is to make financial planning an approachable experience and ensure that you grow, preserve and protect your assets while receiving the care you will need as you age.
There are many benefits to planning. Stronghold Financial can help you:
We utilize data, industry research, and our extensive experience and knowledge to identify your financial risks and provide intelligent solutions.
The biggest financial risk we concern ourselves with is, of course, the enormous cost of long-term care. Aside from this, we evaluate and suggest strategies to mitigate risk in the following areas:
If you’re looking for a financial advisor who can relate to you, communicate clearly with you and provide you with an caring hand in designing and managing your financial portfolio, then you’ve come to the right place.
When it comes to basic estate legal work (will, financial power of attorney, healthcare power of attorney, mental healthcare power of attorney, medical directives and trusts), we have a select team of elder and estate planning attorneys who provide these services for a reasonable fee.