Financial Planning

The Trusted Resource for Texas Seniors and Their Caregivers
Phone: 713-557-1811 Fax: 979-793-3155
Email: Sue@TexasSeniorSolutions.com
"Your One Stop Shop For Long Term Care"
Retirement and Financial Planning



texas senior solutions elderly care financial planning houstontexas

Long Term Care Insurance – Long Term Care (LTC) Costs without the aid of Long Term Care Insurance can be devastating. Allow our LTC Specialist to work with you to obtain coverage that is right for you. It makes sense to consult with someone who has worked in Long Term Care. We have access to top companies in the insurance industry and can shop and compare the policies and prices for you.

texas senior solutions elderly care financial planning houstontexas

Estate Planning – No one can predict, but you have the power to manage your estate. We help you determine what is appropriate for you and your family upon death We work with attorneys who are specialists in Elder Law Issues.

texas senior solutions elderly care financial planning houstontexas

Wills, Living Trusts, Special Needs Trusts, Miller Trusts, Guardianship or documents such as Power of Attorneys and Living Wills are all available options. We refer and work closely with Board Certified Elder Law Attorneys.

texas senior solutions elderly care financial planning houstontexas

Medicaid Planning – The process of becoming eligible for Medicaid benefits is a maze of confusing rules and regulations. We work with attorneys who specialize in this area and who are knowledgeable of the requirements and qualification techniques that make the process manageable.

texas senior solutions elderly care financial planning houstontexas

Tax Planning – Our clients have access to specialists in income tax reduction and estate planning strategies to protect assets accumulated over one's lifetime. Individuals and Business Owners need to have knowledgeable resources for matters that arrive when death or disability occurs. Some strategies involve life insurance or annuities that fund trusts or provide the moneys necessary for surviving family members or business associates.

texas senior solutions elderly care financial planning houstontexas

We specialize in conducting thorough benefit analysis for those who have Medicare Part A, B, C and Part D plans in conjunction with our clients Social Security Benefits. A thorough review can help ensure your coverage is maximized given your certain circumstances. We help identify if our clients may possibly benefit from any other State and Federal Programs, such as "The Extra Help with Prescription Drugs" program through Social Security.

Medicare Supplemental Plans - Click Here