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Advisor Support

ADVISOR SUPPORT

This complimentary meeting (30 min) is offered to both EDUCATE the Financial Advisor about what our Aging Care Experts can offer and to ASSIST the Advisor in trouble-shooting the complex circumstances their client may experience through family caregiving. Our goal is to become the expert the Advisory Team can always turn to in support of their client’s needs.

ADVISOR SUPPORT

As an Advisor, you have unlimited access to our AGING CARE EXPERTS (Professional Geriatric Care Managers). As your client transitions away from independence, we hope to add value to your financial planning services. As we aid you in evaluating your client’s caregiving needs, the support we offer can enhance the potential for the family to look to you as a trusted advisor. The relational value you deliver can facilitate the transfer of wealth to the next generation under your managed services.

This initial call is a No Cost / No Obligation Consultation.

“The Team at VillagePlan is an EASY referral "go-to" to meet our clients’ needs I KNOW they will be in good hands.”
~ Diane Kiepe, Douglas Eden Law