Elder Care Financial Services | Charlotte, Hickory, Raleigh NC & Rock Hill SC | Carroll Financial

ELDER CARE SERVICES DESIGNED FOR TODAY’S SENIORS AND THEIR LOVED ONES

Today, 80% of all Americans live past the age of 65 – and the over-85 age group ranks as the fastest-growing segment of the U.S. population.

We know how difficult it can be to suddenly find yourself responsible for handling your parents’ financial situation – especially when they have lived very independent lives in the past. But the time may come when it is important for you to be fully informed about whether they are financially secure and have the resources to cover living expenses, healthcare costs, and other necessities. You may also need to arrange for a power of attorney, which will allow you to manage your parent’s finances should they become seriously ill or even incapacitated. And finally, it is important for you to know the plans they have made for managing and distributing their estate.

At Carroll Financial we work with you as a team and help your parents develop financial strategies that may allow them to age with dignity and security. With careful planning, your parents can make the most of their resources, without risking financial security.

 

KEY QUESTIONS WE CAN HELP ANSWER

Our elder care planning services answer important questions to help you develop the best plan for your situation.

  • Is there a recommended age to start Elder Care Planning?
  • How can a financial advisor help with Elder Care Planning?
  • Is there something many people forget to plan for when making elder care arrangements?
  • Should I rent or buy a unit in a long-term care facility?
  • Can we afford long-term care?

A cup of coffee & a second opinion

We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust.

Request an Appointment

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