SERVICES

Long-Term Care Financial Planning

At Acacia Wealth Management, we advise our clients on the things that matter most as they age.

Plan Your Future With Acacia.

Our team is committed to helping you prepare for the potential costs and challenges associated with long-term care while safeguarding your financial security.

Why Choose Acacia Wealth Management for Long-Term Care Financial Planning?

Experience Elder Care Planning: Our team consists of experienced financial advisors who specialize in elder care planning. We have the knowledge to help you navigate the intricacies of long-term care and provide you with informed guidance every step of the way.

Personalized Approach: We take a personalized approach to long-term care financial planning, considering your unique needs, preferences, and financial situation. Whether you're planning for yourself or a loved one, we tailor our solutions to your specific circumstances and goals.

Comprehensive Guidance: From long-term care insurance and annuities to Medicaid planning and asset protection strategies, our services encompass a wide range of options to help you address the financial aspects of long-term care and protect your assets.

Key Features of Our Long-Term Care Financial Planning Services

Long-Term Care Insurance

Explore the benefits of long-term care insurance, which can help cover the costs of nursing home care, assisted living facilities, and in-home care services, providing you with financial protection and confidence.

Annuities with Long-Term Care Riders

Learn about annuities with long-term care riders, which offer a combination of guaranteed income and long-term care benefits, allowing you to address both retirement income needs and potential long-term care expenses.

Medicaid Planning and Asset Protection

Discover strategies to protect your assets while ensuring eligibility for Medicaid benefits, including asset transfers, trusts, and legal techniques designed to preserve your wealth and access to long-term care services.

Getting started

Prepare for the future with comprehensive long-term care financial planning from Acacia Wealth Management.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value