Why Use CAREfidence

Specialization!  At CAREfidence, all we do is Long-Term Care Planning.....

A primary care physician might understand a brain tumor, but they don't do the surgery to remove it, just like a contractor can read the plans but isn't an architect, or the librarian knows where the books are but doesn't write them.....

As a specialist, CAREfidence was imagined and launched because surveys show the concern for Healthcare In Retirement while consumers find the topic challenging on their own and the advisory community response to clients falls somewhere between being waived off with "you've got this covered" and ignoring the topic altogether with "that's not my job."   

No one would argue that Social Security and Probate are government programs that fully meet your needs or that investment management, tax prep/planning, and estate/elder law are simple tasks to be completed on your own or using Artificial Intelligence.  Every one of those government programs or financial planning concerns has an unbreakable linkage with healthcare and Medicare, yet most consumers and the advisory community ignore the inadequacies and gaps, viewing self-funding as an acceptable "planning" strategy.  

CAREfidence should be a goal of every American, especially as the 65+ demographic balloons, and having CAREfidence requires the recognition of healthcare planning disparity and focusing on the convergence of health and wealth in your comprehensive financial planning.