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EXTENDED CARE PLANNING

If you're not a "let's wait and see what happens, then we can deal with it" person, you will welcome Extended Care Planning (ECP). ECP ensures that you have a comprehensive strategy in place to address potential extended care needs as you age.

 

By planning ahead, you can protect your capital assets, maintain control over your care preferences, and mitigate the financial and emotional burden on your loved ones.

ECP = Peace of Mind and 

improved security for the future.

 

Click below to take the first step to establishing a solid contingency plan.

Because along the way, life happens.

What we do

EXTENDED CARE PLANNING

Let's have a conversation about:

  • your current plan,

  • what's important to you now and in the future, and

  • give your plan a "check-up" to see if it will meet your expectations or not 

If yes, great! If not, we can recommend proven strategies to update your plan to align with your goals and objectives.

Click here to schedule a complementary, no obligation consultation.

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OUR VISION

Helping people with their pre-planning of sustaining income, preserving captial assets, as well as assuring the how and where they want to receive help when cognitive impairment or performing activities of daily living (ADL) such as bathing, dressing, transferring, eating, toileting, and continence start getting difficult, and get more difficult with time.

Most folks don't plan to fail, but failing to plan, that's another story.

Got Questions?  We want to help you.

Call 949.290.1496 or

our_vision

OUR TEAM

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CHRIS PAUL, CLTC, LUTCF, ChLAP
36-YEAR INDEPENDENT INSURANCE AGENT
DEBBIE MATOBA
CHIEF CLIENT OFFICER 
OUR TEAM

CONTACT

INCOME

SECURITY

SOLUTIONS

MULTI-STATE LICENSED

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