Elder Planning

Personal Service from a McLean Wealth Management Firm

When people think of elder planning, they usually assume the majority of the work lies in estate planning. Although estate planning is an important financial move as individuals grow older, that is not the only matter they need to take care of. Clients also need to consider how they will care for themselves in their later years, especially if they develop health problems that require extensive care.

Mink Wealth Management is proud to help our clients plan effectively for the future. With over a century of collective experience, our team can put extensive resources and knowledge to work on each case. We individually evaluate each of our client’s needs and craft a plan that can effectively address their present circumstances and work for a comfortable future.

Have you begun to plan for your future? Contact Mink Wealth Management to get started with an experienced McLean financial advisor.

Plan for the Future with Skilled McLean Financial Advisors

To effectively plan for the future, we encourage our clients not to just focus on what happens after they pass away, but also to plan for their later years, care, and so on.

Our team can help you plan for and reassess decisions about the following:

  • Future care-giving
  • Housing
  • Evolving needs
  • End-of-life

Although many clients come to us on their own to address these future challenges, many of our clients are the elderly individual’s children who wish to ensure their parent’s future comfort. We often provide advice to several generations of families and work collaboratively to establish answers and put necessary financial structures in place. There is no one-size-fits-all solution to the future and you need to surround yourself with a team of financial advisors who can help you compensate for change and work to best maximize your finances.

Call (888) 284-7891 to learn more about your options!

Family Security Begins With Mink Wealth

    • Please enter your name.
    • This isn't a valid phone number.
      Please enter your phone number.
    • This isn't a valid email address.
      Please enter your email address.
    • Please make a selection.
    • Please enter a message.
Put Us On Your Side