How does the advisor help clients – Key Takeaways:
ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES is a dedicated financial advisor who specializes in helping clients with all aspects of elder law and planning. Through their extensive knowledge and experience, they provide valuable insights and services to clients seeking guidance and assistance in navigating the complexities of elder law.
Facts and Insights
With over 20 years in the financial industry, ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES has established themselves as a trusted and respected advisor in the field of elder law. They provide personalized and comprehensive services to clients, assisting them with important decisions and planning for their future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 20 years |
These figures demonstrate the success and stability of ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES. Their track record of managing a substantial portfolio and growing their team over the years reflects their expertise and strong business practices.
Financial Services Offered
- Estate planning
- Long-term care planning
- Asset protection
- Medicaid planning
- Guardianship and conservatorship
ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES offers a wide range of financial services aimed at helping their clients plan and prepare for their financial future. They are knowledgeable in all aspects of elder law and provide tailored solutions to meet the unique needs of each client.
Client Types
- Elderly individuals
- Retirees
- Disabled individuals
- Family members of elderly or disabled individuals
ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES serves a diverse range of clients, all with the common need for guidance and assistance in elder law and planning. They understand the unique challenges faced by each client and strive to provide personalized solutions to meet their specific needs.
Fees & Compensation
ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES offers fee-based services, with fees varying based on the specific services provided. They are transparent and upfront about their fees and work with clients to develop a customized plan that fits their budget and needs.
Background
The team at ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES is led by a highly experienced and knowledgeable financial expert with over 20 years in the industry. They are dedicated to providing top-notch services and guidance to their clients in the field of elder law, and continuously stay updated on the latest laws and regulations.
Financial Advisor Disclosures to Know
- Registered with the Securities and Exchange Commission (SEC)
- Subject to fiduciary duty, putting the best interests of clients first
- No disciplinary actions or regulatory sanctions on record
These disclosures demonstrate the credibility and trustworthiness of ELDER LAW MANAGEMENT and ELDER LAW PLANNING SERVICES. They are fully registered with the necessary regulatory bodies and operate with integrity and transparency in all aspects of their practice.