Other Professionals to Help You

I provide these links for these areas of financial planning that are particularly challenging to find an experienced resource** for solutions.

General categories with more than one choice so you may choose**:

Wills and Living Trusts/Estate Planning (Senior Specific Services & for others too).

Eldercare Consulting (Senior Specific Services)

Tax Help & Preparation

Medicare enrollment questions as well as finding and enrolling in Medicare Supplements (pays the 20% Medicare does not cover)

Health, Medical, Dental or Long Term Care Insurance

Life Insurance

Personal Property and Casualty Insurance

Business & Commercial Insurance

 

 

First Element Insurance Planners - Salaried employees, not commissioned:

Personal Life Insurance, Disability Income or Long Term Care Insurance (Nationally including CA).

 

 

CPS Sacramento/Long Insurance Services:

Personal Life Insurance, Disability Income or Long Term Care Insurance (Nationally including CA). (800) 922-6290

Ask for the specialist in the specific area of:

 

 

Certified Student Loan Professional (CSLP) for repayment advice on existing student loans. Find a professional near you by State (be sure to look for CSLP Designation after their name and that the expire date is current). Ideally, they are also a CFP® at a minimum, and possibly also a member of NAPFA as a fee-ONLY adviser.

 

**The above-mentioned professionals are not affiliated with Better Financial Education. Any information provided by these professionals is provided entirely on behalf of that professional in their subject area to you and your specific situation. There is no compensation agreement between the above mentioned professionals and Better Financial Education.