Long-Term Care

Retirement planning Palm Springs, CA

Retirement planning in Southern California includes many fun and exciting aspects, such as considering your goals and lifestyle aspirations. But any complete retirement plan also includes long-term care planning.

Long-term care includes planning for:

  • Accommodating your needs as you age, such as home renovations
  • Medical costs related to aging that aren’t adequately covered by Medicare, including major long-term health conditions
  • In-home or residential support, including choices in assisted living or retirement communities
  • Who you can rely on for specific types of support, such as in-home care
  • Your personal preferences on the type of medical care you receive, including specifying your decisions about an advanced directive, assisted living, and other aging supports
  • Specifying how your assets should be used, such as by creating a revocable living trust

Your long-term care plan is unique. You may already know what you want and just need help getting there. Or you may need a California financial advisor with the expertise to build your plan from scratch. Jim Lawless can help you find peace of mind when looking past your short-term financial goals.

What Does Long-Term Planning in California Include?

Protect Your Income

Invest in financial products specifically for long-term care, such as long-term care insurance in California.  These resources can cover daily and medical expenses.


Create a detailed long-term care plan. You may want to include your family members. This plan is unique to you, including medical and business considerations.

Save Up

Saving money for a "rainy day" is always a good habit. But when it comes to long-term planning, setting aside money as an explicit part of your plan is crucial.

Peace of Mind

Peace of Mind retirement Solutions


Are you looking forward to retirement with anticipation or dreading how your lifestyle may change? Jim Lawless can help you create your retirement plan in the Desert Cities.

Get Retirement Ready
Peace of Mind retirement Solutions


What will your legacy be? One resource you can give your children or grandchildren is guaranteed college funding. 

Fund Your Child's Future
Peace of Mind Retirement Planning | Jim Lawless
Peace of Mind retirement Solutions


If you have $100,000+ in assets, you need an estate plan. Jim Lawless specializes in the building blocks of estate planning in the Coachella Valley, such as revocable living trusts.

Create Your Estate Plan
Peace of Mind retirement Solutions


Do you have a plan for long-term care? Planning ahead can protect your wishes and help your loved ones make crucial decisions.

Make LTC Decisions
Peace of Mind retirement Solutions


Does your family or business rely on your income? Get income protection in the Coachella Valley or Morongo Basin to provide for the people you care for when you can't.

Protect Your Income

Financial planning is deeply personal. I'm here to help you find your unique financial plan for today's needs and tomorrow's peace of mind.

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