There’s a saying that goes, “The best time to plant a tree was 20 years ago. The second-best time is now.” So, if you’re ready to make improvements for more comfort and security as you grow older, now is the time to plant those seeds. The sooner you start, the sooner you’ll see results. See a link in the comments for an article on planning for Solo Agers. #SoloAging #Boomers #SoloAgingPlanning
Lifecare Affordability Plan
Financial Services
Tysons Corner, Virginia 2,672 followers
Financial planning services that bridge the gap between a plan of care and a family's ability to pay for it.
About us
The Lifecare Affordability Plan® helps clients secure and protect wealth when planning for their most hopeful outcome when facing healthcare or housing uncertainty due to disability, illness, or death. Launched by Thomas C. West, CLU, ChFC, AIF®, Senior Partner at Signature Estate & Investment Advisors, LLC (SEIA), our team of financial professionals offers robust financial planning and investment management services that emphasize cash flows in all stages of retirement. Tom has significant experience in issues related to suitable and ethical financial strategies pertaining to incapacitated seniors and is regularly interviewed for his perspective by periodicals such as The Wall Street Journal, the Washington Post, and the New York Times. Tom regularly educates financial professionals, attorneys, tax professionals, and geriatric care managers on the most appropriate financial planning techniques for families facing long-term care decisions. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Advisory services offered through SEIA, LLC. Lifecare Affordability Plan (TM) is a marketing name for SEIA. Please visit our website.
- Website
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https://lifecareaffordability.com/
External link for Lifecare Affordability Plan
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Tysons Corner, Virginia
- Type
- Privately Held
- Founded
- 2018
- Specialties
- financial planning, wealth management, lifecare affordability, retirement planning, long term care insurance, financial services, lifecare, senior care, dementia plan, healthcare plan, eldercare, estate planning, senior tax plan, longterm care, healthcare costs, solo agers, and senior housing and healthcare
Locations
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Primary
Get directions
1650 Tysons Blvd, Suite 1575
Tysons Corner, Virginia 22102, US
Employees at Lifecare Affordability Plan
Updates
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Today, SEIA Investment Strategist Christine Sol is a panelist at the Women Advisor Summit in New York City. She's joined by Kate Healy Healy, CEO & Founder of AdvoKate IQ, Oscarlyn Elder, CFA, CAIA, Co-Chief Investment Officer at Truist Wealth, and Kevin Gordon, Senior Investment Strategist at Charles Schwab. They're presenting on Navigating the Post-Election Investment Landscape. We hope you enjoy the panel! See the comments for more information about the Summit. #2024Election #PostElection #InvestmentLandscape #WomenAdvisorSummit
Women Advisor Summit New York 2024
newyork.womenadvisorsummit.com
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“It’s hard to make decisions in the ambiguity of not knowing how long the care will be needed. We will try to use other buckets of money first before the home.” SEIA Senior Partner Tom West shares this and other points of consideration in Jessica Hall’s MarketWatch article--Boomers beware: Tapping home equity to pay for long-term care carries serious risks. Check out a link to the article in the comments below. #Boomers #LongevityPlanning #HealthcarePlanning #FinancialPlanning #ReverseMortgage
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Reflecting back on what a great night celebrating Insight Memory Care Center! 40 years of changing lives. Here are some pictures of the SEIA team celebrating with our invited guests last month! #AlzheimersCare #DementiaCare #FamilyCaregivers #InsightMemoryCareCenter
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Older Adults facts and figures! #OlderAdults #BabyBoomers #ElderFinancialAbuseAwareness
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SEIA Healthcare Planning Strategist Arvette Reid presented at the Jack & Jill Southern Cluster Area Work Day on October 12. She spoke to 200 adult daughters about finances and caring for aging parents. #AdultDaughter #JackAndJill #CaringForParents #SandwichGeneration
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Lisa Windsor, CFP®, Jami Merrell and Jennifer Late spoke to Estate Lawyers at the Virginia CLE Advanced Elder Law and Trusts & Estates seminar in Fairfax. We shared how we support their clients with financial planning along with Care Managers who provide medical support. #EstatePlanning #EstateLawyers #LegalPlanning
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Signature Estate & Investment Advisors, LLC Senior Partner Thomas C. West, presented the “Legacy of Giving: Why Foundational Giving Matters” to residents and priority club members at Goodwin Living Bailey’s Crossroads, The View, and Goodwin House Alexandria. #FoundationalGiving #LeavingALegacy #GoodwinLivingFoundation
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As we gear up for the holiday season, it’s easy to get caught up in the hustle and bustle. However, one of the best gifts you can give yourself and your family is the peace of mind that comes from planning ahead for healthcare expenses. Taking the time now to make decisions will help simplify things later, allowing you to focus more on what truly matters—time with your loved ones. #HealthcarePlanning #FinancialWellness #FamilyFirst #CaregivingJourney
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As fiduciaries, we guide our clients through Medicare Open Enrollment. From October 15 to December 7, 2024, older adults have the chance to review their Medicare coverage for 2025. We help our clients save money and meet their upcoming healthcare needs. Learn more about Lifecare Affordability Plan in the comments below. #Medicare #MedicarePlanning #OpenEnrollment #HealthcarePlanning #LongevityPlanning
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