RALPH S. ROBBINS, CFP©
A CERTIFIED FINANCIAL PLANNING PRACTITIONER
elder care financial planning
"Compassionate Guidance and Expertise"*
What is Elder Care Financial Planning?
Most financial planning is broadly oriented towards the accumulation, protection, and distribution of assets with an emphasis on retirement as the goal.
Elder Care Financial Planning takes the recognized tenets of financial planning principles and applies them specifically to the matter of paying for long-term care and related financial issues.
The Board that governs Certified Financial Planners® (the "CFP Board") defines the five steps of the planning process as follows:
Under Standards of Professional Conduct, the Board provides that the following basic subject matters typically be addressed in the planning process:
What this means is that during the planning process you can expect that your specific issues will be addressed including:
With over 20 years experience assisting elders with long-term care issues, Mr. Robbins has an extensive network of professionals to assist you in every aspect of executing your family's Elder Care Financial Plan.
Mr. Robbins can complete, file, and monitor your loved one's application for Florida Medicaid benefits. He is also serves as an Accredited VA Claims Agent.
Most importantly, however, you will have peace of mind knowing the most important questions have been addressed by a trusted advisor.
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*The information found on this website is gleaned from readily available public sources and is for educational purposes only. It is NOT to be considered financial or legal advice. Consult with an appropriate professional before making important financial or legal decisions.