In this Elder Law Interview, Alisa Lamal, Legal Content Specialist, is joined by Jon Michaels, Founder and CEO of Stronghold Financial—an Arizona firm that provides financial planning services and wealth management guidance for clients nationwide.
In addition to helping clients financially plan for retirement, Jon’s firm specializes in helping clients plan for retirement with a possible need for long-term care or Medicaid in mind.
During this episode, Jon will share first-hand insight and will discuss:
- Differences between working with a financial advisor that provides guidance with Medicaid planning in mind and one that does not
- Why it matters to keep Medicaid in mind when retirement planning
- What investments you might be recommended that could cause complications with your Medicaid eligibility later
We will also discuss the new referral program between Krause Financial Services and Stronghold Financial and how you and your clients can take advantage of this exciting opportunity.
Schedule a call to learn more about the referral opportunity!
