Jim Lorenzen, CFP®, AIF®
Taking care of family does present its challenges; but, it can extremely rewarding – and a lot of fun!
If you’re one of those who’s embarking on this journey, there are a lot of resources available to you; but, there’s also a lot you’ll want to know.
My wife and I cared for my mom for nine years, and we’re now caring for her mom. As I said, there are challenges, but it can be a time you’ll never, or want to, forget.
The button below will get you to some tips you might find helpful, as well as some personal experiences that you may find worth knowing.
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® serving private clients since 1991. Jim is Founding Principal of The Independent Financial Group, a registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.