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Retirement Plan Basic Questions

What are your retirement account balances and your distribution options..

Do you have the three most important documents you should have in your home files..

Does your health plan cover you if you are traveling outside the United States.

Do you have a LTC Plan..

Do you have a travel club membership...

Does your beneficiary know when your important documents are..

Do you have a Final Expense Plan..

These are but a few details we will go over with you when we meet..

Call or text for a no obligation review or to meet with one of our legal team members

Senior Advanced Planning - Insuring All of Washington and Arizona

The goal of the planning we provide our clients is to help them answer the following questions. Just as important we guide them through the process of developing and implementing their plan.

  • Has a family member ever needed long-term care?
  • Is there a family history of long-term illnesses?
  • Does the long-term care policy need to cover the entire expense?
  • What changes need to be made to your home for long-term care?
  • How much of your care can be provided by family?
  • Are you willing to enter an assisted living facility or nursing home?
  • What assets do you want to pass along?
  • Would you rather have your spouse or kids provide your care or supervise your care?
  • Have you planned for your final expenses?
Our Value Statement
We provide retirees with a worry free retirement with an income they cannot out live.
We protect that income if they get sick so that they can maintain their dignity.
Finally, we provide a legacy to their family when they pass on.
We are Senior Advanced Planning.

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