Rebecca is a widow and the owner of a business that she and her husband successfully ran for 25 years before his passing. Rebecca has no children and no close family other than her 82 year-old-mother who suffers from early onset dementia.
Rebecca is extremely concerned that she may face the same problems as her mother without a child to help her through that perilous time as her mother does. Rebecca is very worried that she will not have adequate funds to protect her in the event of failure of the Medicare and Social Security in her aging years.
A Concentrix Wealth Advisor will help Rebecca structure an appropriate long term care strategy that will allow her to remain in her home but receive adequate proceeds to help her cope with retirement and give her the comfort and security she needs in her old age.
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