Find a Financial Professional
    for Long-term Care

    Plans for future care needs and how to pay for assisted living, home care, or nursing services. 2 vetted professionals offer this service, with practices in Illinois and Mississippi. Compare credentials, fees, and minimums, then request an introduction free.

    2 advisors found

    Nicole Polanco

    Nicole Polanco

    Senior Wealth Advisor

    Chicago Partners Wealth Advisors

    Nicole joined Chicago Partners in July of 2015 after graduating with a Bachelor of Science in Finance degree from the University of Illinois at Urbana-Champaign. Previously, she started her career as a Wealth Management intern at UBS Financial Services.Nicole is a Series 65 licensed Investment Advisor Representative (IAR), and a Certified Financial Planner™ (CFP®) professional.

    Chicago, Illinois
    FiduciaryCFPFee-Only$500k
    Financial PlanningLong-term CareWealth Management+4
    11 years experience
    View profile
    Brad Fair

    Brad Fair

    Financial Planner

    Continuum Planning Partners

    Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Mississippi
    Fiduciary$1
    Financial PlanningInvestment ManagementEstate/Trust Planning+4
    26 years experience
    View profile

    What to look for in a financial professional for long-term care

    • Direct, ongoing experience with long-term care, not just a passing mention on their profile.
    • Fiduciary status, so their advice is legally required to serve your interests first.
    • Relevant credentials such as CFP, CFA, CPA, or a designation specific to your situation.
    • A fee structure you understand up front: flat fee, hourly, or a percentage of assets.
    • A minimum investment requirement that matches where you are today.
    • Clear communication and a service cadence that fits how often you want to meet.

    Frequently asked questions

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    Long-term Care professionals by state

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