Your Plan is Key.
At Key Planning Partners, our mission is to help you figure out what’s best for you so you can make an informed choice. Long-term care planning is a core area of expertise, so we do it well. We’re independent – we represent you, not the insurance companies.
While many people may think of long-term care as a “nursing home,” planning can address much more, including home care. Long-term care is also NOT covered by health insurance, government healthcare programs, Medicare or Medicare Supplement plans. Making a tax-efficient, cost-effective plan to address long-term care is key to maintaining control while protecting your retirement lifestyle and legacy.
We work with our clients to help develop the most tax-efficient and cost-effective plan possible to fund a family’s need for long-term care while maintaining control of that care for their loved ones. Whether you are young and healthy, or currently require extended health care, we can help you develop a plan to meet your needs.
No one can predict if they will have a need for long-term care, so the best way to deal with the uncertainty is simply plan for it.
TAX-FREE MONEY
EVEN IF YOU ALREADY HAVE ALZHEIMER’S
VETERANS
can receive up to $26,000 TAX-FREE!
NURSING HOME CARE COST
APPROACHING $7,000 Monthly!7
Someone turning 65 today has almost a 70% chance of needing long-term care at some point in their lives.6
You have dedicated a lot of time and resources into planning for retirement. Unfortunately, most people do not take the extra step in planning to address the need for long-term care. Having a plan in place now can help minimize the burden of long-term care on those closest to you. For example, the average cost of a Medicare-certified nursing home private room in Florida is $112,6392 per year.
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What is Your Plan for Care?
When it comes to long-term care, it’s almost never too early to start planning.
TESTIMONIALS
Here’s what our client family has to say about the role Key Planning Partners has played in their lives.
Marie presented a very informative workshop that will help our family address an immediate crisis we are dealing with in regards to our Mother’s care needs.
- B.F.
Tampa
When my family was at their lowest and struggling to cope with my recent diagnosis, KPP provided local support and found creative options to help pay for care so I didn’t have to deplete my retirement. It allowed my children to focus on their futures rather than how to pay for care. I had been to several financial advisors trying to find a better solution so I was hesitant to have another disappointing meeting. I am so glad I tried one more time because it has made all the difference for me and my family.
- H.K.
Ruskin
Having to manage the care needs of our parents, Marie was able to provide us a unique tax efficient planning solution that will help our children avoid this burden.
- D.M.
Tampa
KPP truly cares about finding the best solutions for their clients. It is not a sales or product push like I have been to in the past. In our case, they were able to help us understand how to qualify for certain government benefits and not one sale was made. I am so grateful for KPP and what they are doing to help those dealing with the high cost of long term care.
- J.L.
Temple Terrace
KPP helped my husband and I put together a plan that we could afford to cover long term care costs should we need care in the future. This will allow us to stay home for care and not go through our savings to do so. It also alleviated our fear of becoming a burden on our children. AND if we don’t end up needing care, then there is a death benefit that goes tax free to our children. It was a win, win, win across the board. I couldn’t recommend them any higher.
- M.H.
Lakewood Ranch
*These testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. These testimonials were not paid for.