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KWB Wealth Managers

(909) 307-8220 invest@kwbwealthmanagers.com
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KWB Wealth Managers

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  3. Long-Term Care Solutions

Long-Term Care Solutions

We recognize that the decision to obtain a long-term care policy for yourself or a loved one may be one of the most important decisions you’ll ever make. It is estimated that over half of all Americans age 65 and older will require some form of long-term care. Depending on the extent of the care needed and the funds available, this care could be provided at home, in a residential care facility or a skilled nursing facility. Our Wealth Managers work hand-in-hand with clients to obtain the long-term care policy tailored to their needs.

Services

  • Wealth Management
  • Social Security and Medicare
  • Tax Efficient Investing
  • Estate Planning Needs
  • Long-Term Care Solutions
  • Business Retirement Plan
  • Investor Education

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Contact info

  •   Main Office

    1782 Orange Tree Lane
    Redlands, CA
    92374 United States

    Monrovia Office
    617 South Ivy Ave.
    Monrovia, CA 91016

  •   (909) 307-8220
  •   invest@kwbwealthmanagers.com

Hours of Operation:

Monday - Thursday: 8:00 AM - 5:00 PM
Friday: 7:00 AM - 3:00 PM
Saturday/Sunday: Closed

The financial consultants at KWB Wealth Managers Group are Registered Representatives with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KY, MD, MA, MI, MN, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

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