When you need deep expertise in estate and healthcare planning
Supporting Financial Professionals
Niche Knowledge to Serve the Needs of a Growing Population
The growing population of seniors aging into long-term care planning is enormous. This swell of consumer need is accompanied by shifting industry regulations and increasingly complex health and housing choices. Unless you specialize in long-term or healthcare planning, helping these clients can be a challenge. Consider how the Lifecare Affordability Plan (LCAP™) could be the perfect fix and complement to your practice.
The LCAP is a fixed-fee financial plan that gives families a clear and documented strategy to help them afford the care that they need. As your partner, the LCAP team provides deep strategic expertise on a one-time basis – crafting best-care scenarios that align with your investment strategy. Your clients benefit through:
The continuity of working with you as their trusted advisor combined with the experienced, knowledgeable team at LCAP
A proven and compassionate planning process that provides and actionable plan for the whole family to rally around
Greater security and confidence in their ability to plan for the best care possible
Let's have a conversation.
Our Promise To You
We operate to the highest fiduciary standard with a conservative approach to compliance that you can trust.
We understand the importance of trust in the relationships you have with your clients, and the impact that it has on your business. We honor that in every interaction.
The resource you need to meet your organization’s goals.
A partnership with LCAP can open doors to growth, client satisfaction as well as added security.
Differentiate your Practice.
Offer a service that is highly attractive to a population that is experiencing tremendous growth.
Grow your Business.
We’ll handle the high-touch management of long-term care planning – freeing you up to work on other accounts.
Position Clients for Success.
Optimizes liquidity planning, portfolio planning, tax-planning and the decision-making sequence.
Avoid Regulatory Issues.
Frequent changes to the regulatory landscape at the Federal, Industry and State level mean you benefit from working with experts who know the ropes.
We have over 20 years of experience—personal, professional and volunteer—in the senior housing and healthcare field.
- LCAP creator Tom West is a seasoned financial planner with an emphasis on advising families struggling with a life-changing diagnosis.
- Marketing and Outreach Director Arvette Reid has 15 years of professional experience in senior housing and healthcare.
Michael and April were a young couple in their mid-forties grappling with Michael’s devastating diagnosis of early-stage dementia. Michael was a sophisticated investor and active stock trader – and in denial about the effect his diagnosis would have on that role.
How to Best Serve Aging Clients
Tom West, Partner, SEIA met with Julie Cooling, Founder & CEO, RIA Channel to discuss the comprehensive wealth firm and how advisors can best serve aging clients.