Did you know the average cost of a private room in a retirement community is $100,000? Moreover, the average time patients need long-term care is three years. Including any care your children or family members provide, there is a 70 percent chance individuals over 65 years old will need some form of long-term care during their lifetime. That’s why it’s important to begin planning now. The costs of long-term care can be stunning. For instance, patients with dementia or Alzheimer’s require over $500,000 worth of long-term care throughout their lives. Watermark Wealth Strategies LLC wants to spare your family members the financial burden of caring for you with comprehensive long-term care insurance in Scottsdale and throughout Arizona and Minnesota.
Like all of our financial offerings, purchasing long-term care insurance is a personal choice each Scottsdale, Phoenix, and Payson, MN resident makes for themselves. You must consider every risk factor when deciding what kind of coverage to get, from family medical history to current health conditions. At Watermark Wealth Strategies LLC, we’re skilled at getting you the answers you need and helping you decide on a plan that works for you, not us.
Simply put, long-term care insurance and extended healthcare can help save your dependents money and stress. The costs of a long-term, debilitating illness can severely deplete your portfolio, erasing everything you worked for in life and leaving your children with less. Protecting their financial wellbeing, as well as yours is crucial. Watermark Wealth Strategies LLC has a proven track record of providing unbiased, client-focused advice across all spectrums of wealth management. From Social Security planning to wealth management, our advisors are here to secure your future and the financial future of your children. Contact us today to get started.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Watermark Wealth Strategies, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 877-861-2261.
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Phone: 602-362-5201
Email: catherine@watermarkwealth.com
Catherine has a Bachelor’s Degree from the University of Arizona. She joined Watermark in 2020 after previously working in the Financial Service industry for over 10 years.
During this time at Watermark she has implemented several systems and procedures that have helped increase efficiency and client satisfaction. She is currently pursuing her Series 7 license in order to elevate her client and advisor services to a new level.
As a Practice Manager Catherine works to implement the the client service model by maintaining strong relationships, day to day operations, routine client account maintenance and addressing client questions or concerns at the highest level.
Catherine has lived in Arizona for over 25 years. She enjoys spending time with her family, friends and attending sporting events.