Is Long-Term Care Part of Your Retirement Plan? San Diego Planning with Elisabeth Dawson

Is Long-Term Care Part of Your Retirement Plan? San Diego Planning with Elisabeth Dawson

You’ve thought about retirement income—but how would you pay for care if your needs changed?

Planning ahead gives you time to discuss your preferences, explore funding options, and consider how future care expenses could affect your retirement savings and family.

Elisabeth Dawson and the team at COPIA Wealth Management & Insurance Services help San Diego individuals and families include long-term care considerations in their broader financial plans.

Start a conversation about:

• How potential care expenses fit into your retirement budget
• Insurance options and other ways to fund care
• Your preferences for future support
• How to discuss your wishes with loved ones

Whether retirement is approaching or already underway, you can take the next step toward a more informed plan.

Schedule a complimentary consultation.

📞 (619) 640-2622
📍 Serving San Diego individuals and families

Learn more about long-term care planning with Elisabeth Dawson.

 CA LIC #0C72164, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.