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Dec 23 2024 2 mins   2

Caring for aging parents can be emotionally and financially challenging, but with the right planning, you can make the process easier. Watch this insightful video with Bobby Norman and Mark Hume to learn the essential documents every family should have in place and how proactive financial planning can help you and your loved ones navigate eldercare with confidence.


 


Bobby Norman, CFP®, AIF®, CEPA®

Managing Director

Wealth Consultant

Email Bobby Norman here


Mark Hume, CFP®

Senior Vice President

Wealth Consultant

Email Mark Hume here


Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.


Economic forecasts set forth in this presentation may not develop as predicted.


No strategy can ensure success or protect against a loss.

Stock investing involves risk including potential loss of principal.


Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

The post Navigating Elder Care first appeared on Fi Plan Partners.