“Insurance is an important element of a good financial plan,” says our Director of Aging Life Care Planning & Services, @Joan Garbow, LCSW, CCM, who recently sat down with @Financial Planning to discuss the importance of #aginglifecare planning.

Joan’s insights highlight how GYL Financial Synergies is enhancing its services for older clients and their families. From navigating #Medicare plans to multigenerational planning, Joan’s background is now a vital resource for our clients and advisors.

Discover how we’re expanding our family office offerings to better meet the needs of our clients as they navigate the complexities of #healthcare and aging. Read more: https://www.financial-planning.com/news/ria-taps-expert-in-aging-to-confront-growing-client-need.

#WealthManagement #FinancialPlanning #LongTermCare #FamilyOffice

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