Financial Planning Strategies

60% of baby boomers cite health care expenses as their top concern in retirement*. With the help of our partner, Avantax Planning PartnersSM, we can explore and demonstrate various ways in which your long-term plan can be better protected against a long-term care event and help put your financial planning strategies and concerns at ease.

View our Webinar to learn about:

  • Projected costs of long-term care events
  • Long term care funding strategies
  • Options to further analyze the effects of a long term care event on your personal finances

If you have questions regarding your long term care strategy, please contact our Wealth Management team.

*Insured Retirement Institute, Boomer Expectations for Retirement 2016.

Investment advisory services are offered through Avantax Planning Partners SM. Commission-based securities products are offered through Avantax Investment Services SM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Anderson Zurmuehlen. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.


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