Seniors & Retirees
Services for Seniors
In addition to our regular services, Premier Wealth Advisors is proud to offer the following services for seniors and retirees:
Even business owners and professionals have to retire sometime. After all, a major objectives is creating equity in their company to sell for future retirement needs. But, whether you were a business owner or not, if you're a senior or retiree, we'd be happy to meet with you to see if we can help you reduce your taxes, increase your income, and protect your estate for transfer to future generations.
Dementia & Alzheimer’s Financial Planning
Retirement financial matters are stressful enough for seniors without the additional stress of finding a way to fund long-term care for dementia and Alzheimer's. Our expert wealth protection strategists will formulate a holistic financial plan as unique as our clients that is relevant to their individual situation so that their assets are protected and the costs of their long-term care are potentially provided for.
Life Insurance & Long Term Care Planning
Coming up with the money to pay for a nursing home, an assisted living facility, or other such care isn't easy. Many of our new senior clients and their families don't realize that there are tax deductions they can take advantage of that would give them extra money to help with long-term care expenses. Our expert Wealth Reservation Strategist Jack Gelnak and his team of financial preservation specialists know the tax rules and how they apply to your personal situation, which can make a huge difference in affording the long-term care you may require.