Page 7 - Family Guide Booklet

Your Guide to Getting Started

American Advisors Group encourages families to work together
to find the best home equity solution. We realize that accessing
equity is a big financial decision, and we’re here to walk you and Pick up the phone and call AAG today
your family through the process. Here are some initial steps
you can take to determine your best path forward:

Discuss your loved Discuss the state of Talk about their Chat with a
one’s living situation. their finances. health care needs. specialist.

Where are they going to It’s important that families Are they dealing with Accessing home equity
live as they get older? understand the support any medical concerns can solve a number
Do they want to stay needed for their later that might be costly of problems for older
at home, downsize or years. Have they saved down the road? Talk adults, and an AAG
move to an assisted enough for retirement? about what issues licensed professional
living facility? Questions Can you afford to might arise and how can walk you through
like these can help supplement their income? the family can be the ways in which the
your family better Do they have money prepared to shoulder various options might
understand what option saved for future healthcare the expenses involved. benefit your loved
is best for your loved needs? Understanding ones. Together, we can
ones moving forward. their financial situation discuss the specifics
helps everyone plan for and determine the
the future. best path.

A Guide for Children and Caregivers 4 or Children and Caregivers 4
A Guide f