Financial Planning

Your current financial situation defines the types of concerns you will have in retirement and beyond. Wealthy clients focus on estate planning issues, seniors with moderate incomes will focus on making sure they don't outlive their assets, and seniors with few assets need help negotiating the sea of services available - as well as the complexities of medicare and medicaid. Children of seniors share these concerns. 

Your mediator is able to help seniors and thier families address their financial concerns in all of these situations. More importantly, the mediator will give senior and elderly parents the space and safety to express their hopes, plans and concerns to their family, so that the family will know how to support them as they pass through retirement to old age. 

Financial topics that must be addressed include:

  • Debt management

  • Savings

  • Insurance

  • Investments

  • Assets

  • Tax strategies

  • Employment benefits

  • Medicare

  • Medicaid

  • Long term care

David River