Few Financial Advisors Are Addressing The Most Important Concern Of The Affluent — Health Care

Jurate Gulbinas   |   28 Jan 2017   |   1 min read

When financial advisers help very wealthy they may not have as many concerns as other clients, but they do have one on their mind. They need to be able to answer questions about health issues of themselves and their family. This is on their mind, they want themselves and their loved ones to live a long life.

Few Financial Advisors Are Addressing The Most Important Concern Of The Affluent — Health Care

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This document is intended as an information source only. The comments and references to legislation and other sources in this publication do not constitute legal advice and should not be relied upon as such. You should seek advice from a professional adviser regarding the application of any of the comments in this document to your fact scenario. Information in this publication does not take into account any person’s personal objectives, needs or financial situations. Accordingly, you should consider the appropriateness of any information, having regard to your own objectives, financial situation and needs and seek professional advice before acting on it. CST Tax Advisors exclude all liability (including liability for negligence) in relation to your reliance in this publication.

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