Edward Jones - Financial Advisor: Loy C Coffey, CFP®|AAMS¿

1315 E Washington Ave, Navasota 77868

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About

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can w...

About

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

Elder Law Services

Estate Planning
Advance Health Care Directives
Guardianship and Conservatorship
Financial Power of Attorney
Durable power of attorney
Living will

Next steps to sign up for the Eldercare Financial Planner

Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
Verify the planner's experience and credentials in eldercare financial planning.
Assess their fee structure and financing options.
Request client references to gauge satisfaction.
Collaborate on a financial planning strategy tailored to your needs.

Neighbourhood of Edward Jones - Financial Advisor: Loy C Coffey, CFP®|AAMS¿

First step to helping your loved ones is to learn

Complete Guide to Advance Care Planning for Family Caregivers

Added: Apr 5, 2024

6 min read

Last modified: Apr 5, 2024

Advance care planning is the process of learning about what kinds of medical decisions may need to be made in the future, preparing for them, and communicating one’s wishes to others.

Learn more