Our Six Steps to Your Peace of Mind
1. A Veterans Financial, Inc. advisor will meet with you and your family, providing an opportunity to become acquainted. We will then:

• Explore your health care concerns and your ability to afford in-home or senior community care.
• Consider your income requirements and the availability of various benefits.
• Share our initial impressions about your current and future needs for care and the financial impact these needs will have.

2. Your advisor will evaluate the information gathered by carefully examining three key issues:

• What are you spending now for care? What will you need to spend in the future?
• What is your financial situation and how much of your assets can be protected?
• Will this plan work given your unique family circumstances?
• Will veterans and other benefits improve the overall financial picture?

3. After a thorough review, recommendations may be made to protect assets and improve your income through guaranteed accounts, ensuring your money is never at risk and is always available to you for your care. Recommendations will be:

• Clear, understandable and effective.
• Respectful of your own ideas and plans.
• Responsive to your objectives.

4. As a team, you and your advisor will conduct a final review to ensure that our recommendations and the reasons behind them are clear and understandable.

5. Together, we act upon the action plan as agreed.

6. We remain committed to being at your service for life, staying in touch to ensure that your plan continues to provide the peace of mind you deserve.