Secure Your Future
Compassionate Financial and Insurance Services for Seniors and People Thinking about Retirement
At Lifecare Financial Services, we specialize in financial and insurance solutions related to estate planning and elder law, tailored to your financial peace of mind and long-term security.
Lifecare is leading edge financial-services firm that provides financial education and guidance as well as insurance-based solutions as part of comprehensive financial, retirement, tax, estate planning, and long-term care strategies.
About Us
Dedicated Financial and Retirement Guidance from an Elder Law Expert
Lifecare Financial Services, LLC, led by Certified Elder Law Attorney and National Social Security Advisor Evan Farr, empowers clients with financial education, knowledge, and strategies for their long-term care and retirement planning needs.
Take Control of Your Financial Future Today!
Contact us now to explore personalized plans that safeguard your assets and ensure peace of mind for your loved ones.
Expert Guidance You Can Trust
With decades of experience in elder law and financial and insurance services, we provide insights and services that prioritize your retirement and long-term care needs and improve your financial peace of mind and stability. Evan Farr provides general financial, tax, and estate-planning guidance to clients of Lifecare Financial Services and the Farr Law Firm. His advisory work focuses on integrating tax-efficient retirement-income and asset-protection strategies into broader estate-planning goals.
Evan Farr’s relevant credentials:
• Certified Elder Law Attorney
• National Social Security Advisor
• Series 65–licensed financial professional
• Licensed long-term care insurance and life insurance professional
Experienced Advisors
Benefit from the expertise of Evan Farr, CELA, and his team of fellow financial and insurance professionals dedicated to helping you navigate complex financial, insurance, and retirement decisions with compassion and confidence. Evan and his team work alongside registered investment advisers and Certified Financial Planners to help clients coordinate legal, tax, and retirement planning decisions at all of life’s stages.
Evan Farr’s relevant credentials:
• Certified Elder Law Attorney
• National Social Security Advisor
• Series 65–licensed financial professional
• Licensed long-term care insurance and life insurance professional
Personalized Solutions
We tailor our services to meet your unique needs, striving to offer you the best possible financial education and strategies at every stage of your life.
Typical analyses include:
• Roth Conversion Analysis – evaluating whether and when to convert pre-tax retirement funds to a Roth IRA to optimize lifetime and multigenerational tax outcomes; and
• Qualified Plan and IRA Liquidation and Asset-Protection Funding Analysis – evaluating whether to liquidate qualified retirement plans (such as 401(k), 403(b), and 457(b) plans) and/or traditional IRAs, pay the associated income tax, and contribute the after-tax proceeds to an irrevocable grantor trust for asset-protection and estate-transfer purposes.
Mr. Farr does not provide specific securities recommendations, portfolio-management services, or discretionary trading authority over client accounts. Neither Lifecare Financial Services nor Evan Farr implement any investment transactions.
Comprehensive Services
From financial and retirement education and guidance to insurance and annuity products, including long-term-care insurance, life insurance, and annuities as part of comprehensive asset-protection and estate-planning strategies, Lifecare Financial Services offers a full range of services that address all aspects of your financial security.
Secure Your Financial Future with Us Today!
Connect with Lifecare Financial Services to discover customized financial solutions that bring peace of mind and stability to your family.