Page 7 - Long Term Care E-Book
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Schedule A No-Cost Discovery Appointment
With One of Our Long-Term Care Specialists
Identify Needs & Define Goals
We will get together and do a "deep-dive" into your financial situation,
addressing current plans, expectations for the future, and your goals.
Provide Solutions & Establish A PLAN
Once we've had a chance to gather and organize your financial information
and understand your goals - our case design team gets to work!
We will explore various solutions across multiple product providers. Then
we will get back together and go over the various solutions, options for
funding, and finalize your long-term care solutions.
Call Our Office Today
Phone:
(262) 827-1500
Email:
Outreach@FocusedTax.com
Tax Preparation. Tax Planning. Simplified.
