Retirement Planning
Long Term Care (LTC) Planning
According to the Department of Health & Human Services there is a very real possibility of needing extended In-Home Care, Adult Day Care, Assisted Living Care or Nursing Home Care before death.
We offer Group & Individual Tax Advantaged Long Term Care Insurance products as a way to help individuals protect their family and assets from future long term care costs.
Reasons to own a long term care policy.
Where should the money come from?
Know your risks for not having Long Term Care Insurance.
To contact an EDC Partners Long Term Care Specialist
click here
Exit Planning
Business Ownership-Transfer
The key to a successful transfer of ownership in a business is to identify goals, time frame, business value and key people, then, create an owner-centered Strategic Exit Plan based on the owner’s objectives and concerns.
Is your wealth locked up in your company?
Three elements of a successful exit.
Converting the value of your company into cash.
Owner exit planning check list.
Click here to begin exploring the process of developing your exit plan
