Discover Our Services

At Virtus Wealth Management, your Southlake independent financial advisors, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk.

Connect With Us

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Connect With Us

We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.

Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Get in touch

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Who We Help

At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you are working with. We want you to feel educated, empowered, and involved in the planning of your financial future.

A Choice – Paying for Long Term Care Insurance

  • $
  • A Choice – Paying for Long Term Care Insurance

by | Nov 6, 2018

Purchasing Long Term Care Insurance is a choice, plain and simple. I have found this to be somewhat gender sensitive, meaning my female clients’ interest is greater than their male counterparts. In fact, I have had widows in my office whose very first request was to get them some long term care protection that their husband refused to purchase.

I believe it is a choice because you always have options. You can choose to spend all of your assets on long term care expenses and live with kids, or potentially have to rely on Medicaid should those funds be exhausted.

Previous generations have been surprised by how long they lived. My father-in-law lived to 90, after retiring at 60, as he didn’t think he would live to 70 – I agreed as his older brothers and sisters died in their 70’s. I would suggest current generations need to be aware: life insurance companies actuary tables go out to age 120.I

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Insurance guarantees are based on the claims paying ability of the issuing company.

Let’s Connect

Contact Us
Would you like to subscribe to The Virtus View, our twice monthly e-newsletter?