- M-F: 9am - 5pm; Sat: By Appointment
LTCI Advisors, Tucson, AZ.
The need for care funding is enormous. Our family experienced this in caring for our mom. We ran out of money. Her last years of care were not the best. I founded LTCI Advisors in November 2017. My passion is to fill this void and help you and your loved ones with what can be the crushing financial, physical and emotional burden of long-term care.
In April 2020 I added Personal Money Management to our services. I am the financial fiduciary for a family member and have helped many others with budgeting, financial planning and retirement planning. Money management is consistent with my mission to provide financial well-being to my clients today as well as in their care future.
Habitat for Humanity - Homeowner Partner, 6/20
American Association of Daily Money Managers – member, 4/20
Planned Giving Roundtable of Southern Arizona - member, 9/19
Alzheimer’s Association – volunteer and speaker, 10/18
Southern Arizona Estate Planning Council – member, 9/18
Bill presenting legal and financial planning
at an Alzheimer’s Association meeting, January 12, 2019
Helping people with information
on long-term care insurance
at the Saddlebrooke Health Fair, October 12, 2019.
Bill with Kenya Romero, Community Integration Dir, Harmony Hospice, prior to his presentation
on "10 Warning Signs of Alzheimer's" Nov. 20, 2019.
