MEDALLION FINANCIAL RESOURCES

LTC-Asset Protection-High Cost of Aging

Long term care can be a vital asset protection strategy. The escalating costs of care can have a devastating effect on one's estate. Protection can be achieved with traditional policies, annuities or life insurance. There are basically three levels of care:

Start Planning Early

The earlier you start planning for long-term care, the more options and flexibility you will have. We will sit down with you and go into every detail, and foresee and plan for every contingency. By preparing ahead of time, you can alleviate the fear of burdening your loved ones and enjoy the peace of mind of knowing that your future care needs will be met.

Understand LTC Insurance

Long-term care insurance can be an effective way to cover potential care expenses. Understanding your options can provide a sense of security and ensure you're prepared for potential health changes that could impact your lifestyle and savings.

Consider Your Health and Family History

Your current health status and family medical history can give you insights into your potential long-term care needs. This foresight can relieve anxiety about the unknown and help you make informed decisions about your future. We will guide you step-by-step to get a better idea of what lies ahead and how you can plan for it.

Consult With Us

Planning for long-term care is an act of care for yourself and your loved ones. It ensures your quality of life, independence, and financial stability, bringing you comfort and assurance during your retirement years. Experience the tranquility that flows from having a trusted professional by your side, expertly navigating the financial journey of your golden years. Don't just imagine it, embrace it today!

Address

211 Nokomis Ave S, Venice, Florida 34285

Email Address

James@medallionfinres.com

Rachel@medallionfinres.com

Contact Number

1-941-486-0305

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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