Delancey Wealth Management, LLCA complimentary planning assessment

Long-Term Care Readiness Assessment

Will Your Retirement Plan Give You Choices If You Need Long-Term Care?

Long-term care can create a significant financial burden for families. Answer a few questions about your retirement resources, income, care preferences, and priorities to receive a personalized Long-Term Care Readiness Report.

No contact information is required to begin. About 5 minutes.

01

Estimate Your Future Care Exposure

See how potential long-term-care expenses may compare with the financial resources you expect to have available.

02

Understand Your Care-Choice Flexibility

See how home care, assisted living, or extended nursing care could affect your ability to choose.

03

Identify Potential Planning Gaps

Identify issues worth reviewing before a health event or family crisis forces decisions.

A planner’s perspective, shaped by caregiving

Planning is about protecting decisions, not just dollars.

Ivory's professional perspective on long-term-care planning was shaped in part by four years helping care for his father following a dementia diagnosis.

That experience informs an educational approach centered on choice, control, spouse protection, and preserving options before a crisis.

Ivory JohnsonCFP®, ChFC · Founder, Delancey Wealth Management
Ivory Johnson
~69%of people turning 65 are expected to use some form of long-term services or supports
~20%may need care for longer than five years

Population-level educational statistics from the Administration for Community Living, as cited in the Delancey guide. They are not an individual risk prediction.

A clearer planning conversation starts here

See how your current picture compares with three future care scenarios.