As part of our Financial Friendship Mission, we have added Whealthcare Planning to the list of services we provide at Anchor Capital Management. Wealthcare Planning involves preparing our clients for the aging process and protecting them from financial exploitation. Discussing the aging process is both a sensitive and necessary discussion to have with clients. Our goal with Whealthcare Planning is to prepare both our clients and their families for the eventual transition of their wealth.
What is Whealthcare:
1. a paradigm of merging the banking and financial sector,or wealth with healthcare *
2. a strategy to help slow the growth of elder financial abuse. *
Or more simply put: "How we can assure older adults' cognitive and financial well being." - Jason Karlawish, MD
* definition provided by www.whealthcare.org
